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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP INC Service code 13 · EIN 23-1945930 | Contract Administrator | $9,976 |
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 | $88,983 | $85,171+4.5% | $172,752-48.5% | $72,975+21.9% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 22.13% | 27.32%-5.2pp | 802.97%-780.8pp | 81.01%-58.9pp |
| Employer contribution / active EE | $7,611 | $3,324+129.0% | $5,144+48.0% | $2,440+211.9% |
| Participant deferral / active EE | $4,032 | $3,260+23.7% | $5,198-22.4% | $3,608+11.8% |
| Admin fee / account holder | $105 | $5,880-98.2% | $13,955-99.2% | $5,124-98.0% |