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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,951 |
ARONSON LLC1 year Service code 10 · EIN 37-1611326 | Accounting | $18,000 |
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 | $95,356 | $120,450-20.8% | $159,495-40.2% | $93,010+2.5% |
| Participation rate | 98.6% | 78.0%+20.7pp | 82.8%+15.8pp | 73.9%+24.7pp |
| Annual return | 16.08% | 27.11%-11.0pp | 263.72%-247.6pp | 158.70%-142.6pp |
| Employer contribution / active EE | $3,437 | $3,526-2.5% | $4,831-28.9% | $2,705+27.1% |
| Participant deferral / active EE | $9,477 | $7,283+30.1% | $7,354+28.9% | $4,561+107.8% |
| Admin fee / account holder | $39 | $137-71.6% | $10,804-99.6% | $152-74.4% |