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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,366 |
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 | $104,255 | $100,801+3.4% | $149,745-30.4% | $73,412+42.0% |
| Participation rate | 93.5% | 77.7%+15.8pp | 82.5%+11.0pp | 72.2%+21.3pp |
| Annual return | 15.82% | 265.34%-249.5pp | 276.72%-260.9pp | 59.30%-43.5pp |
| Employer contribution / active EE | $3,895 | $3,312+17.6% | $4,646-16.2% | $2,234+74.4% |
| Participant deferral / active EE | $5,022 | $6,404-21.6% | $6,843-26.6% | $3,806+32.0% |
| Admin fee / account holder | $133 | $181-26.3% | $9,312-98.6% | $158-15.7% |