| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $32,764 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,836 | $78,419-59.4% | $133,982-76.2% | $73,415-56.6% |
| Participation rate | 73.5% | 78.6%-5.1pp | 79.8%-6.3pp | 72.2%+1.4pp |
| Annual return | 19.96% | 33.35%-13.4pp | 45.10%-25.1pp | 59.30%-39.3pp |
| Employer contribution / active EE | $1,515 | $2,044-25.9% | $3,919-61.3% | $2,234-32.2% |
| Participant deferral / active EE | $2,228 | $3,925-43.2% | $5,047-55.9% | $3,806-41.5% |
| Admin fee / account holder | $38 | $161-76.3% | $8,930-99.6% | $158-75.8% |