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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $19,652 |
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 | $131,395 | $66,302+98.2% | $110,243+19.2% | $56,289+133.4% |
| Participation rate | 94.8% | 74.9%+19.8pp | 79.8%+14.9pp | 69.9%+24.9pp |
| Annual return | -3.35% | -1.18%-2.2pp | 314.76%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $14,066 | $2,047+587.1% | $3,827+267.6% | $2,111+566.3% |
| Participant deferral / active EE | $3,811 | $3,381+12.7% | $4,672-18.4% | $3,350+13.8% |
| Admin fee / account holder | $90 | $698-87.1% | $8,548-98.9% | $521-82.7% |