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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,455 |
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 | $22,385 | $48,576-53.9% | $169,452-86.8% | $56,289-60.2% |
| Participation rate | 83.3% | 65.8%+17.5pp | 77.8%+5.6pp | 69.9%+13.5pp |
| Annual return | -5.96% | -2.51%-3.4pp | 1.83%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,521 | $1,559-2.4% | $4,157-63.4% | $2,111-28.0% |
| Participant deferral / active EE | $2,008 | $3,275-38.7% | $5,277-62.0% | $3,350-40.1% |
| Admin fee / account holder | $65 | $435-85.1% | $9,110-99.3% | $521-87.5% |