| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,522,397 |
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 | $80,646 | $106,734-24.4% | $75,906+6.2% | $89,609-10.0% |
| Participation rate | 98.4% | 65.6%+32.8pp | 69.3%+29.1pp | 69.6%+28.9pp |
| Annual return | 21.70% | 24.20%-2.5pp | 30.73%-9.0pp | 33.65%-12.0pp |
| Employer contribution / active EE | $1,678 | $3,939-57.4% | $2,501-32.9% | $2,584-35.1% |
| Participant deferral / active EE | $4,590 | $3,965+15.8% | $3,604+27.4% | $4,222+8.7% |
| Admin fee / account holder | $30 | $80-63.2% | $5,421-99.5% | $72-58.8% |