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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,872 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,454 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $134,523 | $106,110+26.8% | $147,005-8.5% | $77,671+73.2% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 13.22% | 56.77%-43.6pp | 418.76%-405.5pp | 31.21%-18.0pp |
| Employer contribution / active EE | $5,000 | $4,065+23.0% | $4,934+1.3% | $2,726+83.4% |
| Participant deferral / active EE | $6,909 | $7,992-13.5% | $8,070-14.4% | $4,648+48.6% |
| Admin fee / account holder | $194 | $338-42.5% | $13,006-98.5% | $430-54.9% |