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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,425 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,642 | $101,591+49.3% | $147,096+3.1% | $74,429+103.7% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 13.34% | 8746.45%-8733.1pp | 419.75%-406.4pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $3,278 | $3,813-14.0% | $4,936-33.6% | $2,625+24.9% |
| Participant deferral / active EE | $8,417 | $7,302+15.3% | $8,071+4.3% | $4,348+93.6% |
| Admin fee / account holder | $10 | $1,750-99.4% | $13,005-99.9% | $1,944-99.5% |