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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) | $486,527 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $77,151 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,069 | $191,300+35.4% | $103,065+151.4% | $200,096+29.5% |
| Participation rate | 92.4% | 93.4%-0.9pp | 80.6%+11.9pp | 72.0%+20.4pp |
| Annual return | 12.14% | 15.75%-3.6pp | 23.95%-11.8pp | 34.26%-22.1pp |
| Employer contribution / active EE | $6,462 | $6,666-3.1% | $4,675+38.2% | $3,038+112.7% |
| Participant deferral / active EE | $13,463 | $10,452+28.8% | $6,625+103.2% | $5,090+164.5% |
| Admin fee / account holder | $249 | $115+116.9% | $9,349-97.3% | $269-7.4% |