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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,996 |
Filed as: FIDELITY INVESTMENT INST. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,730 |
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 | $98,287 | $58,275+68.7% | $81,844+20.1% | $80,935+21.4% |
| Participation rate | 70.0% | 63.5%+6.5pp | 72.4%-2.4pp | 67.7%+2.3pp |
| Annual return | 18.59% | 41.82%-23.2pp | 778.87%-760.3pp | 35.66%-17.1pp |
| Employer contribution / active EE | $3,680 | $2,346+56.9% | $2,916+26.2% | $2,757+33.5% |
| Participant deferral / active EE | $7,216 | $3,285+119.6% | $4,323+66.9% | $4,299+67.8% |
| Admin fee / account holder | $124 | $4,749-97.4% | $7,355-98.3% | $6,924-98.2% |