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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,202 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $19,992 |
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 | $107,088 | $80,177+33.6% | $123,894-13.6% | $57,661+85.7% |
| Participation rate | 97.5% | 74.4%+23.0pp | 81.4%+16.0pp | 70.2%+27.2pp |
| Annual return | 10.33% | 17.90%-7.6pp | 47.52%-37.2pp | 5.13%+5.2pp |
| Employer contribution / active EE | $3,268 | $2,913+12.2% | $4,617-29.2% | $1,974+65.6% |
| Participant deferral / active EE | $7,283 | $5,130+42.0% | $5,984+21.7% | $3,061+138.0% |
| Admin fee / account holder | $80 | $106-24.6% | $8,357-99.0% | $95-15.2% |