| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $542,645 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,245 | $53,565+61.0% | $172,757-50.1% | $82,204+4.9% |
| Participation rate | 95.2% | 69.6%+25.5pp | 82.6%+12.5pp | 73.4%+21.8pp |
| Annual return | 21.92% | 31.42%-9.5pp | 803.06%-781.1pp | 26.31%-4.4pp |
| Employer contribution / active EE | $26 | $1,857-98.6% | $5,144-99.5% | $2,707-99.0% |
| Participant deferral / active EE | $8,138 | $3,006+170.8% | $5,198+56.6% | $4,246+91.7% |
| Admin fee / account holder | $46 | $61-24.3% | $13,956-99.7% | $76-38.6% |