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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,877 | $90,064-42.4% | $100,392-48.3% | $77,736-33.3% |
| Participation rate | 87.5% | 81.3%+6.2pp | 81.5%+5.9pp | 70.6%+16.9pp |
| Annual return | 22.46% | 20.61%+1.8pp | 49.45%-27.0pp | 31.26%-8.8pp |
| Employer contribution / active EE | $3,959 | $3,043+30.1% | $3,941+0.5% | $2,728+45.2% |
| Participant deferral / active EE | $9,899 | $8,282+19.5% | $8,090+22.4% | $4,651+112.9% |
| Admin fee / account holder | $12 | $172-93.0% | $7,904-99.8% | $433-97.2% |