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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,262 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,382 | $75,388+2.6% | $123,553-37.4% | $55,725+38.9% |
| Participation rate | 96.4% | 75.7%+20.7pp | 82.3%+14.1pp | 70.9%+25.5pp |
| Annual return | -5.74% | 4.48%-10.2pp | 119.21%-124.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,814 | $3,063+24.5% | $4,628-17.6% | $2,078+83.5% |
| Participant deferral / active EE | $4,811 | $5,651-14.9% | $6,426-25.1% | $3,356+43.4% |
| Admin fee / account holder | $106 | $120-11.2% | $9,284-98.9% | $115-7.7% |