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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $16,817 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,071 |
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 | $153,198 | $140,800+8.8% | $89,340+71.5% | $79,634+92.4% |
| Participation rate | 98.7% | 61.9%+36.8pp | 69.6%+29.2pp | 62.5%+36.2pp |
| Annual return | 17.48% | 17.84%-0.4pp | 20.57%-3.1pp | 36.46%-19.0pp |
| Employer contribution / active EE | $8,173 | $2,021+304.5% | $2,231+266.3% | $2,529+223.1% |
| Participant deferral / active EE | $15,871 | $3,219+393.1% | $3,823+315.2% | $3,835+313.9% |
| Admin fee / account holder | $76 | $1,610-95.3% | $6,704-98.9% | $1,002-92.4% |