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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $106,757 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,088 |
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 | $222,707 | $110,675+101.2% | $115,599+92.7% | $71,012+213.6% |
| Participation rate | 95.3% | 77.3%+18.0pp | 74.3%+21.0pp | 58.6%+36.8pp |
| Annual return | 18.51% | 14.15%+4.4pp | 111.10%-92.6pp | 37.67%-19.2pp |
| Employer contribution / active EE | $11,591 | $3,949+193.5% | $2,955+292.2% | $2,348+393.7% |
| Participant deferral / active EE | $14,052 | $4,947+184.0% | $4,889+187.4% | $3,246+332.9% |
| Admin fee / account holder | $104 | $775-86.6% | $12,841-99.2% | $1,167-91.1% |