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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,840 |
Service code 99 · EIN 82-1434504 | Other Fees | $63,295 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $19,289 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,214 | $101,317+67.0% | $146,958+15.1% | $74,495+127.1% |
| Participation rate | 94.4% | 75.5%+18.9pp | 82.2%+12.2pp | 67.2%+27.2pp |
| Annual return | 14.35% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $5,730 | $3,810+50.4% | $4,933+16.2% | $2,623+118.5% |
| Participant deferral / active EE | $15,532 | $7,303+112.7% | $8,070+92.5% | $4,346+257.4% |
| Admin fee / account holder | $308 | $1,739-82.3% | $12,998-97.6% | $1,942-84.1% |