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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,619 |
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 | $44,392 | $141,418-68.6% | $94,677-53.1% | $96,393-53.9% |
| Participation rate | 95.0% | 86.8%+8.2pp | 80.8%+14.1pp | 71.3%+23.7pp |
| Annual return | 42.83% | 21.96%+20.9pp | 156.95%-114.1pp | 22.88%+20.0pp |
| Employer contribution / active EE | $6,291 | $4,361+44.3% | $3,673+71.3% | $3,239+94.2% |
| Participant deferral / active EE | $14,478 | $10,695+35.4% | $7,418+95.2% | $5,455+165.4% |
| Admin fee / account holder | $4 | $82-94.9% | $7,222-99.9% | $74-94.4% |