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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,156 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $22,041 |
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 | $97,489 | $82,163+18.7% | $125,381-22.2% | $64,819+50.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 82.4%+11.7pp | 71.5%+22.6pp |
| Annual return | -16.30% | 3.49%-19.8pp | 572.31%-588.6pp | 32.84%-49.1pp |
| Employer contribution / active EE | $4,432 | $3,616+22.6% | $4,815-8.0% | $2,507+76.8% |
| Participant deferral / active EE | $6,252 | $7,175-12.9% | $7,448-16.1% | $4,311+45.0% |
| Admin fee / account holder | $169 | $163+3.4% | $10,007-98.3% | $188-10.2% |