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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 | $101,672-41.8% | $147,117-59.8% | $74,478-20.5% |
| Participation rate | 98.9% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.7pp |
| Annual return | 25.17% | 8757.83%-8732.7pp | 420.54%-395.4pp | 1370.56%-1345.4pp |
| Employer contribution / active EE | $7,819 | $3,813+105.0% | $4,932+58.5% | $2,626+197.7% |
| Participant deferral / active EE | $11,529 | $7,305+57.8% | $8,065+43.0% | $4,350+165.0% |
| Admin fee / account holder | $25 | $1,753-98.6% | $12,993-99.8% | $1,946-98.7% |