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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $54,510 |
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 | $74,923 | $36,916+103.0% | $156,551-52.1% | $57,658+29.9% |
| Participation rate | 99.0% | 63.4%+35.6pp | 84.0%+15.0pp | 70.2%+28.8pp |
| Annual return | 9.43% | 12.38%-3.0pp | 32.23%-22.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $4,297 | $1,571+173.6% | $5,501-21.9% | $1,974+117.7% |
| Participant deferral / active EE | $3,595 | $1,926+86.7% | $4,871-26.2% | $3,061+17.5% |
| Admin fee / account holder | $86 | $82+4.5% | $13,028-99.3% | $95-8.8% |