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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 | $102,382-41.8% | $147,005-59.4% | $80,874-26.3% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.2%+2.0pp | 67.6%+16.6pp |
| Annual return | 18.32% | 134.89%-116.6pp | 418.76%-400.4pp | 35.62%-17.3pp |
| Employer contribution / active EE | $5,258 | $3,715+41.5% | $4,934+6.6% | $2,756+90.8% |
| Participant deferral / active EE | $11,121 | $6,646+67.3% | $8,070+37.8% | $4,297+158.8% |
| Admin fee / account holder | $28 | $7,942-99.6% | $13,006-99.8% | $6,935-99.6% |