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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 | $55,470+49.7% | $155,556-46.6% | $74,478+11.5% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-5.0pp | 67.2%+6.0pp |
| Annual return | 15.66% | 269.80%-254.1pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $4,177 | $2,267+84.3% | $4,675-10.7% | $2,626+59.1% |
| Participant deferral / active EE | $7,311 | $2,838+157.6% | $5,631+29.8% | $4,350+68.1% |
| Admin fee / account holder | $35 | $1,744-98.0% | $15,885-99.8% | $1,946-98.2% |