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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,330 |
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 | $28,257 | $51,244-44.9% | $80,976-65.1% | $55,167-48.8% |
| Participation rate | 89.3% | 71.7%+17.6pp | 75.8%+13.5pp | 69.0%+20.3pp |
| Annual return | 12.93% | 17.39%-4.5pp | 17.10%-4.2pp | 169.23%-156.3pp |
| Employer contribution / active EE | $3,494 | $1,770+97.4% | $3,714-5.9% | $1,963+78.0% |
| Participant deferral / active EE | $6,386 | $4,418+44.6% | $5,696+12.1% | $3,054+109.1% |
| Admin fee / account holder | $8 | $398-98.0% | $5,516-99.9% | $504-98.4% |