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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $194,501 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,540 | $93,773-82.4% | $125,401-86.8% | $78,104-78.8% |
| Participation rate | 84.7% | 75.6%+9.2pp | 82.4%+2.3pp | 74.5%+10.2pp |
| Annual return | -7.64% | 277.78%-285.4pp | 572.53%-580.2pp | 10.90%-18.5pp |
| Employer contribution / active EE | $1,323 | $3,678-64.0% | $4,816-72.5% | $3,128-57.7% |
| Participant deferral / active EE | $4,052 | $6,971-41.9% | $7,448-45.6% | $5,089-20.4% |
| Admin fee / account holder | $23 | $67-65.3% | $10,008-99.8% | $79-70.6% |