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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,674 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,438 |
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 | $84,856 | $79,189+7.2% | $102,457-17.2% | $74,400+14.1% |
| Participation rate | 93.5% | 74.8%+18.7pp | 76.5%+17.0pp | 67.2%+26.3pp |
| Annual return | 13.55% | 54.98%-41.4pp | 29.41%-15.9pp | 1367.51%-1354.0pp |
| Employer contribution / active EE | $3,871 | $2,362+63.9% | $3,022+28.1% | $2,624+47.5% |
| Participant deferral / active EE | $5,006 | $4,415+13.4% | $5,054-0.9% | $4,348+15.1% |
| Admin fee / account holder | $89 | $2,002-95.6% | $9,451-99.1% | $1,944-95.4% |