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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,232 |
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 | $56,975 | $90,064-36.7% | $100,392-43.2% | $77,736-26.7% |
| Participation rate | 82.0% | 81.3%+0.7pp | 81.5%+0.4pp | 70.6%+11.4pp |
| Annual return | 19.14% | 20.61%-1.5pp | 49.45%-30.3pp | 31.26%-12.1pp |
| Employer contribution / active EE | $3,718 | $3,043+22.2% | $3,941-5.7% | $2,728+36.3% |
| Participant deferral / active EE | $16,726 | $8,282+102.0% | $8,090+106.8% | $4,651+259.7% |
| Admin fee / account holder | $105 | $172-38.9% | $7,904-98.7% | $433-75.8% |