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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,201 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $25,000 |
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 | $69,374 | $91,439-24.1% | $135,974-49.0% | $71,511-3.0% |
| Participation rate | 82.5% | 75.7%+6.9pp | 81.9%+0.6pp | 67.9%+14.6pp |
| Annual return | 22.34% | 29.90%-7.6pp | 68.30%-46.0pp | 28.86%-6.5pp |
| Employer contribution / active EE | $4,301 | $3,705+16.1% | $4,859-11.5% | $2,589+66.1% |
| Participant deferral / active EE | $11,151 | $7,093+57.2% | $7,760+43.7% | $4,291+159.9% |
| Admin fee / account holder | $156 | $1,267-87.7% | $10,767-98.6% | $1,588-90.2% |