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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,510 | $46,732+198.5% | $156,551-10.9% | $55,167+152.9% |
| Participation rate | 85.3% | 65.8%+19.5pp | 84.0%+1.3pp | 69.0%+16.3pp |
| Annual return | 8.40% | 17.72%-9.3pp | 32.23%-23.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $5,235 | $2,105+148.7% | $5,501-4.8% | $1,963+166.7% |
| Participant deferral / active EE | $12,217 | $2,204+454.2% | $4,871+150.8% | $3,054+300.0% |
| Admin fee / account holder | $1 | $418-99.9% | $13,028-100.0% | $504-99.9% |