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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 | $89,435+93.6% | $164,975+4.9% | $77,714+122.8% |
| Participation rate | 98.5% | 78.6%+19.8pp | 78.6%+19.8pp | 70.6%+27.9pp |
| Annual return | 14.18% | 28.82%-14.6pp | 70.12%-55.9pp | 31.26%-17.1pp |
| Employer contribution / active EE | $7,486 | $2,563+192.1% | $4,343+72.4% | $2,727+174.5% |
| Participant deferral / active EE | $4,721 | $4,901-3.7% | $6,033-21.7% | $4,649+1.5% |
| Admin fee / account holder | $134 | $340-60.5% | $12,688-98.9% | $433-69.0% |