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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,523 | $106,028+26.9% | $146,958-8.5% | $77,643+73.3% |
| Participation rate | 95.4% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 13.22% | 56.73%-43.5pp | 418.34%-405.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $5,000 | $4,063+23.1% | $4,933+1.4% | $2,726+83.4% |
| Participant deferral / active EE | $6,909 | $7,990-13.5% | $8,070-14.4% | $4,647+48.7% |
| Admin fee / account holder | $194 | $337-42.4% | $12,998-98.5% | $430-54.9% |