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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $6,794 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $279 |
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 | $109,122 | $129,227-15.6% | $184,256-40.8% | $77,762+40.3% |
| Participation rate | 90.5% | 87.4%+3.2pp | 86.8%+3.7pp | 70.6%+19.9pp |
| Annual return | 18.70% | 33.24%-14.5pp | 28.85%-10.1pp | 31.27%-12.6pp |
| Employer contribution / active EE | $5,163 | $4,412+17.0% | $6,427-19.7% | $2,728+89.2% |
| Participant deferral / active EE | $11,899 | $7,307+62.9% | $9,133+30.3% | $4,651+155.9% |
| Admin fee / account holder | $20 | $256-92.3% | $13,899-99.9% | $433-95.4% |