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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,043 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,652 | $91,051+76.4% | $88,497+81.5% | $55,167+191.2% |
| Participation rate | 95.8% | 79.5%+16.2pp | 82.4%+13.4pp | 69.0%+26.8pp |
| Annual return | 6.98% | 9.63%-2.7pp | 7.63%-0.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,557 | $3,430+3.7% | $4,036-11.9% | $1,963+81.3% |
| Participant deferral / active EE | $6,579 | $4,954+32.8% | $4,899+34.3% | $3,054+115.4% |
| Admin fee / account holder | $70 | $539-87.0% | $6,220-98.9% | $504-86.1% |