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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,383 |
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 | $73,320 | $79,523-7.8% | $140,019-47.6% | $56,289+30.3% |
| Participation rate | 96.8% | 85.7%+11.1pp | 87.5%+9.3pp | 69.9%+26.9pp |
| Annual return | 32.67% | 2.39%+30.3pp | 651.17%-618.5pp | -9.96%+42.6pp |
| Employer contribution / active EE | $4,817 | $3,350+43.8% | $5,605-14.1% | $2,111+128.2% |
| Participant deferral / active EE | $9,548 | $5,129+86.2% | $6,927+37.9% | $3,350+185.0% |
| Admin fee / account holder | $8 | $614-98.7% | $10,705-99.9% | $521-98.4% |