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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,530 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,800 | $96,403-32.8% | $93,621-30.8% | $77,775-16.7% |
| Participation rate | 93.3% | 87.6%+5.6pp | 75.8%+17.4pp | 73.2%+20.0pp |
| Annual return | 25.74% | 39.36%-13.6pp | 32.76%-7.0pp | 32.58%-6.8pp |
| Employer contribution / active EE | $2,030 | $3,616-43.8% | $2,719-25.3% | $2,504-18.9% |
| Participant deferral / active EE | $3,890 | $5,341-27.2% | $4,070-4.4% | $3,966-1.9% |
| Admin fee / account holder | $29 | $90-67.8% | $7,890-99.6% | $100-71.2% |