Filed January 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $138,432 |
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 | $76,149 | $104,631-27.2% | $98,461-22.7% | $80,157-5.0% |
| Participation rate | 92.0% | 87.5%+4.5pp | 75.2%+16.9pp | 72.9%+19.1pp |
| Annual return | 21.53% | 34.72%-13.2pp | 21.17%+0.4pp | 40.39%-18.9pp |
| Employer contribution / active EE | $4,169 | $4,517-7.7% | $3,049+36.8% | $2,977+40.0% |
| Participant deferral / active EE | $9,304 | $6,545+42.1% | $4,738+96.4% | $5,015+85.5% |
| Admin fee / account holder | $78 | $105-25.6% | $8,961-99.1% | $145-46.2% |