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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,346 |
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 | $14,040 | $86,795-83.8% | $67,681-79.3% | $64,728-78.3% |
| Participation rate | 97.1% | 71.7%+25.5pp | 73.7%+23.4pp | 57.9%+39.2pp |
| Annual return | 20.41% | 12.58%+7.8pp | 590.58%-570.2pp | 49.38%-29.0pp |
| Employer contribution / active EE | $2,030 | $2,837-28.5% | $2,678-24.2% | $2,243-9.5% |
| Participant deferral / active EE | $4,016 | $3,430+17.1% | $3,976+1.0% | $2,729+47.1% |
| Admin fee / account holder | $74 | $238-69.0% | $6,100-98.8% | $1,145-93.6% |