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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945960 | Recordkeeping | $60,591 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG U.S. LLP Service code 10 · EIN 34-6565596 | Accounting | $26,300 |
ANGELES INVESTMENT ADVISORS, LLC1+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $5,758 |
THE VANGUARD GROUP, INC.1+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $193,697 | $30,599+533.0% | $74,577+159.7% | $57,661+235.9% |
| Participation rate | 98.2% | 49.1%+49.1pp | 68.1%+30.1pp | 70.2%+28.0pp |
| Annual return | 9.84% | 14.24%-4.4pp | 20.47%-10.6pp | 5.13%+4.7pp |
| Employer contribution / active EE | $4,367 | $1,000+336.8% | $2,525+73.0% | $1,974+121.3% |
| Participant deferral / active EE | $10,257 | $1,805+468.2% | $3,458+196.6% | $3,061+235.1% |
| Admin fee / account holder | $83 | $98-15.5% | $4,138-98.0% | $95-12.4% |