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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,504 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,454 | $91,190-80.9% | $178,490-90.2% | $79,858-78.1% |
| Participation rate | 72.2% | 69.2%+3.0pp | 81.9%-9.8pp | 69.6%+2.5pp |
| Annual return | 11.32% | 24.19%-12.9pp | 151.07%-139.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $663 | $3,256-79.6% | $5,011-86.8% | $2,471-73.2% |
| Participant deferral / active EE | $399 | $3,236-87.7% | $5,202-92.3% | $3,740-89.3% |
| Admin fee / account holder | $227 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |