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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,107 |
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 | $59,178 | $101,499-41.7% | $147,005-59.7% | $74,546-20.6% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 25.17% | 8732.34%-8707.2pp | 418.76%-393.6pp | 1366.03%-1340.9pp |
| Employer contribution / active EE | $7,819 | $3,811+105.2% | $4,934+58.5% | $2,624+197.9% |
| Participant deferral / active EE | $11,529 | $7,304+57.8% | $8,070+42.9% | $4,347+165.2% |
| Admin fee / account holder | $25 | $1,748-98.6% | $13,006-99.8% | $1,944-98.7% |