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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,598 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,108 | $101,672-32.0% | $147,117-53.0% | $74,478-7.2% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.8pp | 67.2%+30.8pp |
| Annual return | 21.32% | 8757.83%-8736.5pp | 420.54%-399.2pp | 1370.56%-1349.2pp |
| Employer contribution / active EE | $5,196 | $3,813+36.3% | $4,932+5.3% | $2,626+97.9% |
| Participant deferral / active EE | $13,438 | $7,305+84.0% | $8,065+66.6% | $4,350+208.9% |
| Admin fee / account holder | $95 | $1,753-94.6% | $12,993-99.3% | $1,946-95.1% |