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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,110 |
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 | $162,401 | $432,047-62.4% | $151,639+7.1% | - |
| Participation rate | 91.9% | 83.9%+8.0pp | 87.5%+4.4pp | - |
| Annual return | -17.51% | -11.21%-6.3pp | 3.34%-20.8pp | - |
| Employer contribution / active EE | $13,845 | $4,228+227.5% | $6,165+124.6% | - |
| Participant deferral / active EE | $21,155 | $7,208+193.5% | $8,363+152.9% | - |
| Admin fee / account holder | $6 | $147,941-100.0% | $11,613-99.9% | - |