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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 | $93,351-85.0% | $62,929-77.7% | $79,634-82.4% |
| Participation rate | 97.1% | 74.6%+22.5pp | 73.1%+24.0pp | 62.5%+34.6pp |
| Annual return | 20.41% | 14.37%+6.0pp | 1063.93%-1043.5pp | 36.46%-16.1pp |
| Employer contribution / active EE | $2,030 | $3,135-35.2% | $2,505-18.9% | $2,529-19.7% |
| Participant deferral / active EE | $4,016 | $3,921+2.4% | $3,888+3.3% | $3,835+4.7% |
| Admin fee / account holder | $74 | $229-67.8% | $5,065-98.5% | $1,002-92.6% |