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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,271 |
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 | $173,111 | $89,465+93.5% | $165,100+4.9% | $77,762+122.6% |
| Participation rate | 98.5% | 78.6%+19.8pp | 78.6%+19.8pp | 70.6%+27.9pp |
| Annual return | 14.18% | 28.86%-14.7pp | 70.21%-56.0pp | 31.27%-17.1pp |
| Employer contribution / active EE | $7,486 | $2,565+191.9% | $4,348+72.2% | $2,728+174.4% |
| Participant deferral / active EE | $4,721 | $4,904-3.7% | $6,035-21.8% | $4,651+1.5% |
| Admin fee / account holder | $134 | $340-60.5% | $12,696-98.9% | $433-69.0% |