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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $13,694 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,897 | $89,225-46.3% | $136,072-64.8% | $74,459-35.7% |
| Participation rate | 89.5% | 69.4%+20.1pp | 76.4%+13.1pp | 67.2%+22.3pp |
| Annual return | 18.85% | 22.76%-3.9pp | 580.46%-561.6pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $3,004 | $2,816+6.7% | $4,216-28.7% | $2,626+14.4% |
| Participant deferral / active EE | $5,763 | $4,597+25.4% | $7,028-18.0% | $4,350+32.5% |
| Admin fee / account holder | $49 | $1,545-96.8% | $6,718-99.3% | $1,945-97.5% |