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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 | $55,437+49.8% | $155,534-46.6% | $74,459+11.5% |
| Participation rate | 73.3% | 61.9%+11.4pp | 78.2%-5.0pp | 67.2%+6.0pp |
| Annual return | 15.66% | 269.58%-253.9pp | 64.92%-49.3pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $4,177 | $2,266+84.3% | $4,675-10.6% | $2,626+59.1% |
| Participant deferral / active EE | $7,311 | $2,837+157.7% | $5,630+29.9% | $4,350+68.1% |
| Admin fee / account holder | $35 | $1,742-98.0% | $15,900-99.8% | $1,945-98.2% |