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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,356 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,347 | $58,895+365.8% | $178,503+53.7% | $73,497+273.3% |
| Participation rate | 97.5% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 16.96% | 24.86%-7.9pp | 151.12%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $14,728 | $2,236+558.7% | $5,011+193.9% | $2,270+548.8% |
| Participant deferral / active EE | $16,525 | $2,567+543.8% | $5,202+217.6% | $3,740+341.9% |
| Admin fee / account holder | $241 | $400-39.7% | $13,987-98.3% | $513-53.0% |