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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,477 |
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 | $43,386 | $87,125-50.2% | $108,405-60.0% | $86,821-50.0% |
| Participation rate | 76.8% | 80.5%-3.7pp | 80.1%-3.3pp | 72.3%+4.5pp |
| Annual return | 26.49% | 25.21%+1.3pp | 905.55%-879.1pp | 97.94%-71.5pp |
| Employer contribution / active EE | $3,138 | $2,477+26.7% | $3,559-11.8% | $2,406+30.4% |
| Participant deferral / active EE | $9,685 | $6,944+39.5% | $6,563+47.6% | $4,132+134.4% |
| Admin fee / account holder | $5 | $130-95.8% | $7,297-99.9% | $170-96.8% |