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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,008 |
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 | $90,953 | $102,422-11.2% | $147,117-38.2% | $80,959+12.3% |
| Participation rate | 94.2% | 75.9%+18.3pp | 82.2%+12.0pp | 67.7%+26.5pp |
| Annual return | 15.91% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $4,080 | $3,717+9.8% | $4,932-17.3% | $2,757+48.0% |
| Participant deferral / active EE | $7,921 | $6,652+19.1% | $8,065-1.8% | $4,300+84.2% |
| Admin fee / account holder | $45 | $7,953-99.4% | $12,993-99.7% | $6,925-99.4% |