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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $18,516 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $13,782 |
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 | $137,754 | $90,064+53.0% | $100,392+37.2% | $77,736+77.2% |
| Participation rate | 98.1% | 81.3%+16.8pp | 81.5%+16.6pp | 70.6%+27.5pp |
| Annual return | 15.43% | 20.61%-5.2pp | 49.45%-34.0pp | 31.26%-15.8pp |
| Employer contribution / active EE | $2,136 | $3,043-29.8% | $3,941-45.8% | $2,728-21.7% |
| Participant deferral / active EE | $8,611 | $8,282+4.0% | $8,090+6.4% | $4,651+85.2% |
| Admin fee / account holder | $52 | $172-69.8% | $7,904-99.3% | $433-88.0% |