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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,185 |
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 | $25,813 | $52,639-51.0% | $185,117-86.1% | $62,293-58.6% |
| Participation rate | 91.5% | 63.9%+27.6pp | 77.3%+14.2pp | 69.5%+22.0pp |
| Annual return | 16.70% | 19.57%-2.9pp | 40.50%-23.8pp | 28.90%-12.2pp |
| Employer contribution / active EE | $1,591 | $1,483+7.3% | $4,182-62.0% | $2,042-22.1% |
| Participant deferral / active EE | $2,344 | $3,097-24.3% | $5,045-53.5% | $3,169-26.0% |
| Admin fee / account holder | $60 | $374-83.8% | $8,159-99.3% | $479-87.4% |