| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Recordkeeping | $70,408 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $737,805 | $130,084+467.2% | $138,135+434.1% | $90,274+717.3% |
| Participation rate | 95.7% | 86.0%+9.7pp | 78.7%+17.0pp | 73.4%+22.4pp |
| Annual return | 16.77% | 14.63%+2.1pp | 20.51%-3.7pp | 53.97%-37.2pp |
| Employer contribution / active EE | $16,902 | $5,865+188.2% | $5,587+202.5% | $2,523+569.8% |
| Participant deferral / active EE | $26,222 | $7,099+269.4% | $6,431+307.7% | $4,231+519.8% |
| Admin fee / account holder | $18 | $187-90.2% | $11,856-99.8% | $114-84.0% |