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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $780 |
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 | $85,302 | $102,382-16.7% | $147,005-42.0% | $80,874+5.5% |
| Participation rate | 83.1% | 75.8%+7.3pp | 82.2%+1.0pp | 67.6%+15.5pp |
| Annual return | 15.95% | 134.89%-118.9pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $4,677 | $3,715+25.9% | $4,934-5.2% | $2,756+69.7% |
| Participant deferral / active EE | $13,216 | $6,646+98.8% | $8,070+63.8% | $4,297+207.6% |
| Admin fee / account holder | $5 | $7,942-99.9% | $13,006-100.0% | $6,935-99.9% |