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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,260 |
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 | $67,543 | $106,110-36.3% | $147,005-54.1% | $77,671-13.0% |
| Participation rate | 79.1% | 78.4%+0.7pp | 82.2%-3.1pp | 70.6%+8.5pp |
| Annual return | 37.77% | 56.77%-19.0pp | 418.76%-381.0pp | 31.21%+6.6pp |
| Employer contribution / active EE | $5,309 | $4,065+30.6% | $4,934+7.6% | $2,726+94.7% |
| Participant deferral / active EE | $11,760 | $7,992+47.2% | $8,070+45.7% | $4,648+153.0% |
| Admin fee / account holder | $92 | $338-72.9% | $13,006-99.3% | $430-78.7% |