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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,310 |
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 | $180,597 | $102,514+76.2% | $97,995+84.3% | $62,293+189.9% |
| Participation rate | 95.4% | 79.5%+15.9pp | 82.4%+13.0pp | 69.5%+25.9pp |
| Annual return | 14.84% | 32.43%-17.6pp | 23.94%-9.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $3,975 | $3,689+7.7% | $4,158-4.4% | $2,042+94.6% |
| Participant deferral / active EE | $7,099 | $5,308+33.8% | $5,097+39.3% | $3,169+124.0% |
| Admin fee / account holder | $78 | $378-79.3% | $5,943-98.7% | $479-83.6% |