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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,849 |
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 | $30,703 | $62,132-50.6% | $185,835-83.5% | $73,493-58.2% |
| Participation rate | 92.5% | 67.8%+24.6pp | 78.0%+14.4pp | 70.7%+21.8pp |
| Annual return | 12.81% | 20.44%-7.6pp | 35.96%-23.1pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,633 | $1,681-2.9% | $4,087-60.0% | $2,270-28.1% |
| Participant deferral / active EE | $2,331 | $3,711-37.2% | $5,633-58.6% | $3,740-37.7% |
| Admin fee / account holder | $32 | $419-92.2% | $9,502-99.7% | $513-93.7% |