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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $27,472 |
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 | $37,301 | $56,095-33.5% | $178,498-79.1% | $90,274-58.7% |
| Participation rate | 98.1% | 65.6%+32.6pp | 81.9%+16.2pp | 73.4%+24.8pp |
| Annual return | 14.10% | 28.81%-14.7pp | 151.09%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $2,869 | $1,572+82.4% | $5,011-42.8% | $2,523+13.7% |
| Participant deferral / active EE | $2,663 | $2,669-0.2% | $5,202-48.8% | $4,231-37.1% |
| Admin fee / account holder | $13 | $101-86.9% | $13,985-99.9% | $114-88.4% |