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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD Service code 15 · EIN 36-7249295 | Recordkeeping | $16,203 |
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 | $64,756 | $111,335-41.8% | $214,702-69.8% | $65,306-0.8% |
| Participation rate | 96.7% | 77.5%+19.2pp | 87.5%+9.3pp | 57.7%+39.1pp |
| Annual return | 13.66% | 22.64%-9.0pp | 54.55%-40.9pp | 21.94%-8.3pp |
| Employer contribution / active EE | $6,217 | $3,806+63.3% | $6,461-3.8% | $1,967+216.0% |
| Participant deferral / active EE | $11,421 | $5,927+92.7% | $9,147+24.9% | $2,959+285.9% |
| Admin fee / account holder | $63 | $5,028-98.7% | $19,830-99.7% | $3,480-98.2% |