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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,296 |
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 | $162,459 | $81,494+99.3% | $133,978+21.3% | $73,497+121.0% |
| Participation rate | 97.4% | 76.4%+21.0pp | 79.8%+17.6pp | 70.7%+26.7pp |
| Annual return | 15.65% | 19.40%-3.8pp | 45.10%-29.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $7,064 | $2,210+219.7% | $3,919+80.3% | $2,270+211.2% |
| Participant deferral / active EE | $3,437 | $3,787-9.3% | $5,047-31.9% | $3,740-8.1% |
| Admin fee / account holder | $122 | $713-82.9% | $8,930-98.6% | $513-76.2% |