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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $84,104 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,310 |
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 | $138,926 | $84,493+64.4% | $125,381+10.8% | $66,938+107.5% |
| Participation rate | 94.5% | 76.4%+18.1pp | 82.4%+12.1pp | 69.8%+24.7pp |
| Annual return | -17.83% | -8.49%-9.3pp | 572.31%-590.1pp | 1.58%-19.4pp |
| Employer contribution / active EE | $4,259 | $3,554+19.8% | $4,815-11.6% | $2,545+67.3% |
| Participant deferral / active EE | $12,387 | $6,783+82.6% | $7,448+66.3% | $4,238+192.3% |
| Admin fee / account holder | $173 | $685-74.8% | $10,007-98.3% | $594-70.9% |