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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,474 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,457 | $95,542+19.8% | $69,483+64.7% | $67,582+69.4% |
| Participation rate | 95.7% | 79.4%+16.3pp | 74.6%+21.1pp | 71.3%+24.4pp |
| Annual return | 22.43% | 17.67%+4.8pp | 28.99%-6.6pp | 378.57%-356.1pp |
| Employer contribution / active EE | $2,436 | $2,989-18.5% | $2,780-12.4% | $2,148+13.4% |
| Participant deferral / active EE | $5,731 | $3,263+75.7% | $3,537+62.1% | $3,539+61.9% |
| Admin fee / account holder | $59 | $90-33.9% | $3,841-98.5% | $142-58.3% |