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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,660 |
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 | $152,687 | $91,406+67.0% | $130,062+17.4% | $74,473+105.0% |
| Participation rate | 95.8% | 77.8%+18.0pp | 78.5%+17.3pp | 70.7%+25.1pp |
| Annual return | 22.84% | 23.21%-0.4pp | -137.37%+160.2pp | 34.36%-11.5pp |
| Employer contribution / active EE | $7,115 | $2,565+177.4% | $4,322+64.6% | $2,638+169.7% |
| Participant deferral / active EE | $4,153 | $4,724-12.1% | $5,821-28.6% | $4,530-8.3% |
| Admin fee / account holder | $153 | $283-46.0% | $10,601-98.6% | $347-55.9% |