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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $450,545 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,969 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
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 | $308,865 | $100,573+207.1% | $97,411+217.1% | $100,573+207.1% |
| Participation rate | 91.6% | 70.9%+20.6pp | 80.4%+11.2pp | 70.9%+20.6pp |
| Annual return | 17.96% | 18.89%-0.9pp | 34.72%-16.8pp | 18.89%-0.9pp |
| Employer contribution / active EE | $6,489 | $3,763+72.4% | $4,210+54.1% | $3,763+72.4% |
| Participant deferral / active EE | $13,739 | $4,921+179.2% | $5,886+133.4% | $4,921+179.2% |
| Admin fee / account holder | $236 | $454-48.0% | $7,145-96.7% | $454-48.0% |