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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $405 |
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 | $98,947 | $130,294-24.1% | $170,057-41.8% | $71,529+38.3% |
| Participation rate | 83.5% | 86.2%-2.7pp | 87.0%-3.5pp | 67.9%+15.5pp |
| Annual return | 25.34% | 20.36%+5.0pp | 53.42%-28.1pp | 28.97%-3.6pp |
| Employer contribution / active EE | $3,823 | $4,385-12.8% | $6,790-43.7% | $2,590+47.6% |
| Participant deferral / active EE | $15,364 | $6,928+121.8% | $10,411+47.6% | $4,291+258.0% |
| Admin fee / account holder | $3 | $966-99.7% | $12,826-100.0% | $1,588-99.8% |