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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) | $53,846 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $26,599 |
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 | $380,968 | $133,040+186.4% | $119,237+219.5% | $79,395+379.8% |
| Participation rate | 96.3% | 80.9%+15.4pp | 82.7%+13.5pp | 70.7%+25.5pp |
| Annual return | 14.27% | 20.05%-5.8pp | 30.70%-16.4pp | 116.90%-102.6pp |
| Employer contribution / active EE | $8,252 | $4,390+88.0% | $4,383+88.3% | $2,428+239.9% |
| Participant deferral / active EE | $11,825 | $6,448+83.4% | $6,112+93.5% | $4,046+192.3% |
| Admin fee / account holder | $144 | $686-79.0% | $7,229-98.0% | $626-76.9% |