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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,724 |
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 | $135,102 | $55,437+143.7% | $155,534-13.1% | $74,459+81.4% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 13.22% | 269.58%-256.4pp | 64.92%-51.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $4,125 | $2,266+82.1% | $4,675-11.8% | $2,626+57.1% |
| Participant deferral / active EE | $7,880 | $2,837+177.7% | $5,630+40.0% | $4,350+81.2% |
| Admin fee / account holder | $21 | $1,742-98.8% | $15,900-99.9% | $1,945-98.9% |