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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 | $101,499-31.9% | $147,005-53.0% | $74,546-7.3% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 21.32% | 8732.34%-8711.0pp | 418.76%-397.4pp | 1366.03%-1344.7pp |
| Employer contribution / active EE | $5,196 | $3,811+36.3% | $4,934+5.3% | $2,624+98.0% |
| Participant deferral / active EE | $13,438 | $7,304+84.0% | $8,070+66.5% | $4,347+209.1% |
| Admin fee / account holder | $95 | $1,748-94.6% | $13,006-99.3% | $1,944-95.1% |