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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $2,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,511 | $58,895+338.9% | $178,503+44.8% | $73,497+251.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 10.67% | 24.86%-14.2pp | 151.12%-140.5pp | 28.51%-17.8pp |
| Employer contribution / active EE | $9,749 | $2,236+336.0% | $5,011+94.5% | $2,270+329.5% |
| Participant deferral / active EE | $8,379 | $2,567+226.4% | $5,202+61.1% | $3,740+124.1% |
| Admin fee / account holder | $14 | $400-96.4% | $13,987-99.9% | $513-97.2% |