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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,220 |
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 | $42,021 | $91,439-54.0% | $135,974-69.1% | $71,511-41.2% |
| Participation rate | 82.4% | 75.7%+6.7pp | 81.9%+0.4pp | 67.9%+14.4pp |
| Annual return | 30.65% | 29.90%+0.8pp | 68.30%-37.7pp | 28.86%+1.8pp |
| Employer contribution / active EE | $4,639 | $3,705+25.2% | $4,859-4.5% | $2,589+79.2% |
| Participant deferral / active EE | $9,703 | $7,093+36.8% | $7,760+25.0% | $4,291+126.1% |
| Admin fee / account holder | $7 | $1,267-99.4% | $10,767-99.9% | $1,588-99.5% |