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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,698 |
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 | $78,215 | $82,133-4.8% | $147,318-46.9% | $64,097+22.0% |
| Participation rate | 97.1% | 62.3%+34.8pp | 82.1%+15.0pp | 55.2%+41.9pp |
| Annual return | 50.75% | 78.78%-28.0pp | 70.43%-19.7pp | 34.64%+16.1pp |
| Employer contribution / active EE | $9,832 | $2,872+242.3% | $4,593+114.1% | $1,891+419.8% |
| Participant deferral / active EE | $16,866 | $5,407+211.9% | $7,906+113.3% | $3,080+447.6% |
| Admin fee / account holder | $6 | $3,730-99.8% | $13,708-100.0% | $3,454-99.8% |