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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,545 |
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 | $100,123 | $130,294-23.2% | $170,057-41.1% | $71,529+40.0% |
| Participation rate | 92.3% | 86.2%+6.2pp | 87.0%+5.3pp | 67.9%+24.4pp |
| Annual return | 21.66% | 20.36%+1.3pp | 53.42%-31.8pp | 28.97%-7.3pp |
| Employer contribution / active EE | $4,784 | $4,385+9.1% | $6,790-29.6% | $2,590+84.7% |
| Participant deferral / active EE | $11,407 | $6,928+64.7% | $10,411+9.6% | $4,291+165.8% |
| Admin fee / account holder | $7 | $966-99.2% | $12,826-99.9% | $1,588-99.5% |