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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,355 |
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 | $35,254 | $50,199-29.8% | $69,890-49.6% | $66,949-47.3% |
| Participation rate | 72.2% | 66.3%+5.8pp | 70.5%+1.7pp | 69.8%+2.3pp |
| Annual return | -12.91% | -13.85%+0.9pp | 190.84%-203.8pp | 1.57%-14.5pp |
| Employer contribution / active EE | $2,372 | $1,864+27.2% | $2,560-7.4% | $2,545-6.8% |
| Participant deferral / active EE | $2,549 | $3,112-18.1% | $3,848-33.8% | $4,239-39.9% |
| Admin fee / account holder | $97 | $600-83.9% | $6,267-98.5% | $594-83.7% |