| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $34,996 |
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 | $34,340 | $86,225-60.2% | $146,649-76.6% | $86,828-60.4% |
| Participation rate | 82.2% | 78.0%+4.2pp | 80.1%+2.1pp | 72.3%+9.9pp |
| Annual return | 13.09% | 31.23%-18.1pp | 22.75%-9.7pp | 97.95%-84.9pp |
| Employer contribution / active EE | $1,830 | $2,392-23.5% | $4,137-55.8% | $2,406-23.9% |
| Participant deferral / active EE | $2,741 | $4,245-35.4% | $5,506-50.2% | $4,132-33.7% |
| Admin fee / account holder | $37 | $195-80.8% | $10,281-99.6% | $170-77.9% |