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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,386 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,013 | $88,890-7.7% | $102,423-19.9% | $77,643+5.6% |
| Participation rate | 96.2% | 80.9%+15.3pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 15.91% | 24.98%-9.1pp | 29.32%-13.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,396 | $2,698-11.2% | $3,023-20.7% | $2,726-12.1% |
| Participant deferral / active EE | $5,040 | $5,145-2.0% | $5,053-0.2% | $4,647+8.5% |
| Admin fee / account holder | $29 | $235-87.6% | $9,451-99.7% | $430-93.2% |