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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,701 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $175,494 | $136,791+28.3% | $133,959+31.0% | - |
| Participation rate | 98.0% | 70.8%+27.2pp | 79.8%+18.1pp | - |
| Annual return | 20.71% | 9.25%+11.5pp | 45.09%-24.4pp | - |
| Employer contribution / active EE | $243 | $2,431-90.0% | $3,919-93.8% | - |
| Participant deferral / active EE | $8,559 | $3,586+138.7% | $5,047+69.6% | - |
| Admin fee / account holder | $194 | $8,409-97.7% | $8,928-97.8% | - |