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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,845 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $538,778 | $91,474+489.0% | $135,982+296.2% | $71,529+653.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 19.86% | 29.89%-10.0pp | 68.32%-48.5pp | 28.97%-9.1pp |
| Employer contribution / active EE | $18,325 | $3,705+394.6% | $4,859+277.1% | $2,590+607.6% |
| Participant deferral / active EE | $14,541 | $7,095+104.9% | $7,760+87.4% | $4,291+238.8% |
| Admin fee / account holder | $96 | $1,267-92.5% | $10,767-99.1% | $1,588-94.0% |