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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 | $102,385-16.7% | $147,080-42.0% | $80,935+5.4% |
| Participation rate | 83.1% | 75.9%+7.3pp | 82.2%+1.0pp | 67.7%+15.5pp |
| Annual return | 15.95% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $4,677 | $3,717+25.8% | $4,933-5.2% | $2,757+69.7% |
| Participant deferral / active EE | $13,216 | $6,651+98.7% | $8,066+63.8% | $4,299+207.4% |
| Admin fee / account holder | $5 | $7,951-99.9% | $12,989-100.0% | $6,924-99.9% |