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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $414,925 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $103,844 |
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 | $256,402 | $211,459+21.3% | $119,237+115.0% | $93,010+175.7% |
| Participation rate | 90.2% | 94.1%-3.9pp | 82.7%+7.5pp | 73.9%+16.3pp |
| Annual return | 12.74% | 39.10%-26.4pp | 30.70%-18.0pp | 158.70%-146.0pp |
| Employer contribution / active EE | $5,127 | $5,958-13.9% | $4,383+17.0% | $2,705+89.5% |
| Participant deferral / active EE | $10,929 | $9,654+13.2% | $6,112+78.8% | $4,561+139.6% |
| Admin fee / account holder | $226 | $124+82.4% | $7,229-96.9% | $152+48.7% |