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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 | $102,429-51.9% | $147,096-66.5% | $80,925-39.2% |
| Participation rate | 89.0% | 75.9%+13.2pp | 82.2%+6.8pp | 67.7%+21.4pp |
| Annual return | 16.87% | 135.02%-118.2pp | 419.75%-402.9pp | 35.65%-18.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,800 | $6,649+47.4% | $8,071+21.4% | $4,299+128.0% |
| Admin fee / account holder | $13 | $7,957-99.8% | $13,005-99.9% | $6,940-99.8% |