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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $16,924 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 101 PARK AVENUE · NEW YORK, NY 10178 | Contract Administrator | $4,145 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,265 | $69,477-37.7% | $94,679-54.3% | $71,495-39.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 19.46% | 29.66%-10.2pp | 156.75%-137.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,768 | $2,853-38.0% | $3,673-51.8% | $2,589-31.7% |
| Participant deferral / active EE | $12,230 | $7,345+66.5% | $7,417+64.9% | $4,291+185.0% |
| Admin fee / account holder | $58 | $1,210-95.2% | $7,233-99.2% | $1,588-96.3% |