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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 | $55,423+143.8% | $155,602-13.2% | $74,400+81.6% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 13.22% | 269.07%-255.8pp | 64.81%-51.6pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $4,125 | $2,266+82.1% | $4,675-11.8% | $2,624+57.2% |
| Participant deferral / active EE | $7,880 | $2,835+178.0% | $5,629+40.0% | $4,348+81.2% |
| Admin fee / account holder | $21 | $1,744-98.8% | $15,923-99.9% | $1,944-98.9% |