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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,936 |
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 | $69,592 | $71,957-3.3% | $67,652+2.9% | $59,188+17.6% |
| Participation rate | 99.3% | 82.7%+16.6pp | 75.7%+23.6pp | 69.4%+29.9pp |
| Annual return | 1.99% | 8.53%-6.5pp | 6625.40%-6623.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $1,581 | $2,432-35.0% | $2,266-30.2% | $2,098-24.7% |
| Participant deferral / active EE | $11,934 | $4,211+183.4% | $3,560+235.2% | $3,265+265.5% |
| Admin fee / account holder | $8 | $64-88.1% | $4,821-99.8% | $92-91.7% |