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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,502 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $20,464 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,155 | $65,125+322.5% | $143,797+91.3% | $66,949+311.0% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.5pp | 69.8%+28.0pp |
| Annual return | -17.93% | -11.13%-6.8pp | -0.04%-17.9pp | 1.57%-19.5pp |
| Employer contribution / active EE | $14,214 | $2,362+501.7% | $4,952+187.0% | $2,545+458.4% |
| Participant deferral / active EE | $19,078 | $2,920+553.3% | $5,638+238.4% | $4,239+350.1% |
| Admin fee / account holder | $255 | $503-49.3% | $14,679-98.3% | $594-57.1% |