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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,005 |
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 | $112,898 | $122,051-7.5% | $184,185-38.7% | $74,400+51.7% |
| Participation rate | 85.9% | 85.5%+0.4pp | 86.8%-0.9pp | 67.2%+18.7pp |
| Annual return | 20.78% | 19.91%+0.9pp | 28.81%-8.0pp | 1367.51%-1346.7pp |
| Employer contribution / active EE | $9,627 | $4,539+112.1% | $6,426+49.8% | $2,624+266.8% |
| Participant deferral / active EE | $15,570 | $7,146+117.9% | $9,132+70.5% | $4,348+258.1% |
| Admin fee / account holder | $5 | $1,258-99.6% | $13,909-100.0% | $1,944-99.7% |