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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,758 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,078 |
Service code 99 | Other Fees | $0 |
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 | $57,803 | $167,668-65.5% | $100,415-42.4% | $106,553-45.8% |
| Participation rate | 98.0% | 87.6%+10.4pp | 81.5%+16.5pp | 69.8%+28.2pp |
| Annual return | 26.88% | 18.33%+8.6pp | 49.47%-22.6pp | 17.37%+9.5pp |
| Employer contribution / active EE | $7,524 | $4,908+53.3% | $3,943+90.8% | $3,359+124.0% |
| Participant deferral / active EE | $17,887 | $11,427+56.5% | $8,091+121.1% | $5,562+221.6% |
| Admin fee / account holder | $8 | $94-91.8% | $7,906-99.9% | $80-90.3% |