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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,331 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,705 | $66,813+22.3% | $100,516-18.7% | $73,488+11.2% |
| Participation rate | 95.1% | 77.5%+17.6pp | 79.4%+15.7pp | 70.7%+24.4pp |
| Annual return | 13.91% | 25.70%-11.8pp | 30.89%-17.0pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,232 | $2,147-42.6% | $3,418-64.0% | $2,270-45.8% |
| Participant deferral / active EE | $6,717 | $5,883+14.2% | $6,270+7.1% | $3,740+79.6% |
| Admin fee / account holder | $43 | $512-91.7% | $8,081-99.5% | $513-91.7% |