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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,671 |
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 | $25,861 | $56,918-54.6% | $182,540-85.8% | $65,185-60.3% |
| Participation rate | 88.3% | 66.5%+21.8pp | 78.0%+10.3pp | 70.2%+18.1pp |
| Annual return | 21.82% | 27.67%-5.9pp | 148.58%-126.8pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,709 | $1,615+5.8% | $4,076-58.1% | $2,177-21.5% |
| Participant deferral / active EE | $2,329 | $3,526-33.9% | $5,525-57.8% | $3,514-33.7% |
| Admin fee / account holder | $3 | $531-99.5% | $8,593-100.0% | $847-99.7% |