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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,835 |
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 | $49,220 | $102,382-51.9% | $147,005-66.5% | $80,874-39.1% |
| Participation rate | 89.0% | 75.8%+13.2pp | 82.2%+6.9pp | 67.6%+21.4pp |
| Annual return | 16.87% | 134.89%-118.0pp | 418.76%-401.9pp | 35.62%-18.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,800 | $6,646+47.5% | $8,070+21.4% | $4,297+128.1% |
| Admin fee / account holder | $13 | $7,942-99.8% | $13,006-99.9% | $6,935-99.8% |