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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 | $89,808-42.2% | $100,383-48.3% | $77,671-33.2% |
| Participation rate | 87.5% | 81.2%+6.3pp | 81.5%+6.0pp | 70.6%+16.9pp |
| Annual return | 22.46% | 20.62%+1.8pp | 49.26%-26.8pp | 31.21%-8.7pp |
| Employer contribution / active EE | $3,959 | $3,039+30.3% | $3,944+0.4% | $2,726+45.2% |
| Participant deferral / active EE | $9,899 | $8,284+19.5% | $8,086+22.4% | $4,648+113.0% |
| Admin fee / account holder | $12 | $174-93.1% | $7,900-99.8% | $430-97.2% |