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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 | $101,653+49.2% | $147,080+3.1% | $74,459+103.7% |
| Participation rate | 98.2% | 75.6%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 13.34% | 8754.98%-8741.6pp | 420.17%-406.8pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,278 | $3,813-14.0% | $4,933-33.6% | $2,626+24.8% |
| Participant deferral / active EE | $8,417 | $7,304+15.2% | $8,066+4.3% | $4,350+93.5% |
| Admin fee / account holder | $10 | $1,752-99.4% | $12,989-99.9% | $1,945-99.5% |