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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,986 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,871 | $48,265+577.2% | $68,791+375.2% | $68,494+377.2% |
| Participation rate | 98.7% | 60.7%+38.1pp | 69.0%+29.7pp | 67.9%+30.8pp |
| Annual return | -15.70% | -12.71%-3.0pp | -6.38%-9.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $7,709 | $1,829+321.6% | $2,655+190.4% | $2,596+196.9% |
| Participant deferral / active EE | $12,704 | $2,867+343.2% | $3,941+222.3% | $4,027+215.5% |
| Admin fee / account holder | $287 | $4,355-93.4% | $4,932-94.2% | $5,403-94.7% |