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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $5,375 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,300 |
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 | $139,173 | $43,133+222.7% | $89,414+55.7% | $73,493+89.4% |
| Participation rate | 93.7% | 55.0%+38.8pp | 68.0%+25.7pp | 70.7%+23.0pp |
| Annual return | 14.79% | 135.66%-120.9pp | 245.50%-230.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,140 | $1,438+118.4% | $2,586+21.4% | $2,270+38.3% |
| Participant deferral / active EE | $6,059 | $2,445+147.9% | $3,890+55.8% | $3,740+62.0% |
| Admin fee / account holder | $34 | $444-92.3% | $4,883-99.3% | $513-93.3% |