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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) | $52,785 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $19,746 |
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 | $382,343 | $112,932+238.6% | $103,065+271.0% | $74,478+413.4% |
| Participation rate | 94.2% | 80.8%+13.4pp | 80.6%+13.6pp | 67.2%+27.0pp |
| Annual return | 13.31% | 23.24%-9.9pp | 23.95%-10.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $9,660 | $4,881+97.9% | $4,675+106.6% | $2,626+267.8% |
| Participant deferral / active EE | $12,657 | $7,279+73.9% | $6,625+91.0% | $4,350+191.0% |
| Admin fee / account holder | $136 | $1,707-92.0% | $9,349-98.5% | $1,946-93.0% |