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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,616 |
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 | $59,614 | $102,422-41.8% | $147,117-59.5% | $80,959-26.4% |
| Participation rate | 84.2% | 75.9%+8.3pp | 82.2%+2.0pp | 67.7%+16.5pp |
| Annual return | 18.32% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $5,258 | $3,717+41.4% | $4,932+6.6% | $2,757+90.7% |
| Participant deferral / active EE | $11,121 | $6,652+67.2% | $8,065+37.9% | $4,300+158.6% |
| Admin fee / account holder | $28 | $7,953-99.6% | $12,993-99.8% | $6,925-99.6% |