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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,825 |
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 | $83,025 | $55,446+49.7% | $155,574-46.6% | $74,429+11.5% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-4.9pp | 67.2%+6.1pp |
| Annual return | 15.66% | 269.20%-253.5pp | 64.87%-49.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $4,177 | $2,266+84.3% | $4,676-10.7% | $2,625+59.1% |
| Participant deferral / active EE | $7,311 | $2,836+157.8% | $5,629+29.9% | $4,348+68.1% |
| Admin fee / account holder | $35 | $1,743-98.0% | $15,914-99.8% | $1,944-98.2% |