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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,934 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,126 | $89,652+181.2% | $141,191+78.6% | $65,185+286.8% |
| Participation rate | 98.8% | 74.7%+24.1pp | 82.5%+16.3pp | 70.2%+28.6pp |
| Annual return | 22.30% | 32.79%-10.5pp | 71.41%-49.1pp | 29.38%-7.1pp |
| Employer contribution / active EE | $12,840 | $3,065+319.0% | $4,736+171.1% | $2,177+489.9% |
| Participant deferral / active EE | $12,589 | $5,691+121.2% | $6,710+87.6% | $3,514+258.3% |
| Admin fee / account holder | $19 | $569-96.7% | $10,264-99.8% | $847-97.8% |