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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,444 |
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 | $48,406 | $93,589-48.3% | $135,942-64.4% | $75,181-35.6% |
| Participation rate | 81.3% | 75.2%+6.1pp | 81.9%-0.7pp | 67.2%+14.1pp |
| Annual return | 24.70% | 30.90%-6.2pp | 68.28%-43.6pp | 160.69%-136.0pp |
| Employer contribution / active EE | $5,112 | $3,537+44.5% | $4,858+5.2% | $2,671+91.4% |
| Participant deferral / active EE | $12,242 | $6,405+91.1% | $7,759+57.8% | $4,126+196.7% |
| Admin fee / account holder | $37 | $6,977-99.5% | $10,764-99.7% | $5,650-99.3% |