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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,213 |
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 | $75,560 | $101,539-25.6% | $147,041-48.6% | $74,400+1.6% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 18.11% | 8740.84%-8722.7pp | 419.21%-401.1pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $3,544 | $3,811-7.0% | $4,935-28.2% | $2,624+35.0% |
| Participant deferral / active EE | $17,017 | $7,304+133.0% | $8,071+110.8% | $4,348+291.4% |
| Admin fee / account holder | $40 | $1,749-97.7% | $13,006-99.7% | $1,944-98.0% |