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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,691 |
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 | $57,045 | $120,450-52.6% | $159,474-64.2% | $93,010-38.7% |
| Participation rate | 97.2% | 78.0%+19.2pp | 82.8%+14.3pp | 73.9%+23.3pp |
| Annual return | 29.27% | 27.11%+2.2pp | 263.68%-234.4pp | 158.70%-129.4pp |
| Employer contribution / active EE | $0 | $3,526-100.0% | $4,831-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $12,599 | $7,283+73.0% | $7,353+71.3% | $4,561+176.2% |
| Admin fee / account holder | $2 | $137-98.4% | $10,802-100.0% | $152-98.5% |