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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,507 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,806 | $38,365+194.0% | $84,623+33.3% | $65,185+73.1% |
| Participation rate | 82.5% | 55.7%+26.8pp | 68.2%+14.3pp | 70.2%+12.3pp |
| Annual return | 20.57% | 32.00%-11.4pp | 258.77%-238.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,658 | $1,258+111.2% | $2,652+0.2% | $2,177+22.1% |
| Participant deferral / active EE | $5,025 | $2,278+120.6% | $3,899+28.9% | $3,514+43.0% |
| Admin fee / account holder | $13 | $451-97.1% | $4,913-99.7% | $847-98.5% |