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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,258 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,290 | $63,924+35.0% | $108,582-20.5% | $55,167+56.4% |
| Participation rate | 98.0% | 74.3%+23.7pp | 79.6%+18.4pp | 69.0%+29.0pp |
| Annual return | 11.60% | 15.31%-3.7pp | -51.70%+63.3pp | 169.23%-157.6pp |
| Employer contribution / active EE | $11,320 | $1,879+502.4% | $3,758+201.2% | $1,963+476.8% |
| Participant deferral / active EE | $10,093 | $3,067+229.1% | $4,311+134.1% | $3,054+230.5% |
| Admin fee / account holder | $16 | $618-97.4% | $7,645-99.8% | $504-96.8% |