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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 | $101,672+49.1% | $147,117+3.1% | $74,478+103.6% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 13.34% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $3,278 | $3,813-14.0% | $4,932-33.5% | $2,626+24.8% |
| Participant deferral / active EE | $8,417 | $7,305+15.2% | $8,065+4.4% | $4,350+93.5% |
| Admin fee / account holder | $10 | $1,753-99.4% | $12,993-99.9% | $1,946-99.5% |