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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,305 |
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 | $202,682 | $96,458+110.1% | $136,298+48.7% | $77,958+160.0% |
| Participation rate | 98.2% | 75.4%+22.8pp | 81.9%+16.3pp | 71.6%+26.6pp |
| Annual return | 17.74% | 23.78%-6.0pp | 5156.27%-5138.5pp | 20.87%-3.1pp |
| Employer contribution / active EE | $0 | $3,144-100.0% | $4,696-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $11,405 | $5,902+93.2% | $6,247+82.6% | $3,537+222.5% |
| Admin fee / account holder | $3 | $80-96.6% | $9,244-100.0% | $97-97.2% |