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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
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 | $164,606 | $136,307+20.8% | $177,848-7.4% | $73,497+124.0% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.7%+8.9pp | 70.7%+25.9pp |
| Annual return | 19.11% | 18.68%+0.4pp | 48.33%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $7,670 | $3,712+106.6% | $5,919+29.6% | $2,270+237.9% |
| Participant deferral / active EE | $14,817 | $5,829+154.2% | $7,714+92.1% | $3,740+296.2% |
| Admin fee / account holder | $3 | $596-99.4% | $12,431-100.0% | $513-99.4% |