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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,880 |
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 | $36,118 | $79,089-54.3% | $100,392-64.0% | $74,459-51.5% |
| Participation rate | 99.6% | 79.4%+20.1pp | 81.5%+18.1pp | 67.2%+32.3pp |
| Annual return | 24.04% | 20.61%+3.4pp | 49.45%-25.4pp | 1369.70%-1345.7pp |
| Employer contribution / active EE | $3,269 | $3,015+8.4% | $3,941-17.1% | $2,626+24.5% |
| Participant deferral / active EE | $8,576 | $7,747+10.7% | $8,090+6.0% | $4,350+97.2% |
| Admin fee / account holder | $9 | $1,336-99.3% | $7,904-99.9% | $1,945-99.5% |