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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $23,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,893 | $60,396+65.4% | $111,392-10.3% | $56,287+77.5% |
| Participation rate | 77.9% | 72.4%+5.5pp | 78.9%-0.9pp | 69.9%+8.1pp |
| Annual return | -4.81% | 20.26%-25.1pp | -2.06%-2.8pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,220 | $3,459-35.8% | $4,328-48.7% | $2,111+5.1% |
| Participant deferral / active EE | $6,572 | $4,421+48.6% | $5,567+18.0% | $3,350+96.2% |
| Admin fee / account holder | $123 | $610-79.9% | $12,266-99.0% | $521-76.5% |