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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,680 |
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 | $45,774 | $65,125-29.7% | $143,797-68.2% | $66,949-31.6% |
| Participation rate | 70.0% | 65.2%+4.8pp | 80.3%-10.3pp | 69.8%+0.2pp |
| Annual return | -17.72% | -11.13%-6.6pp | -0.04%-17.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $2,077 | $2,362-12.1% | $4,952-58.1% | $2,545-18.4% |
| Participant deferral / active EE | $3,678 | $2,920+25.9% | $5,638-34.8% | $4,239-13.2% |
| Admin fee / account holder | $15 | $503-97.0% | $14,679-99.9% | $594-97.5% |