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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $203,621 |
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 | $150,503 | $176,471-14.7% | $95,968+56.8% | $90,274+66.7% |
| Participation rate | 98.6% | 86.6%+12.0pp | 77.1%+21.5pp | 73.4%+25.2pp |
| Annual return | 0.00% | 20.15%-20.1pp | 91.65%-91.7pp | 53.97%-54.0pp |
| Employer contribution / active EE | $2,778 | $2,783-0.2% | $2,542+9.3% | $2,523+10.1% |
| Participant deferral / active EE | $6,002 | $5,325+12.7% | $4,167+44.0% | $4,231+41.9% |
| Admin fee / account holder | $118 | $154-23.4% | $6,798-98.3% | $114+3.6% |