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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,082 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $108,796 | $165,399-34.2% | $149,745-27.3% | $158,982-31.6% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 14.20% | 348.34%-334.1pp | 276.72%-262.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,623 | $5,105-48.6% | $4,646-43.5% | $4,763-44.9% |
| Participant deferral / active EE | $8,356 | $7,183+16.3% | $6,843+22.1% | $5,983+39.6% |
| Admin fee / account holder | $129 | $10,811-98.8% | $9,312-98.6% | $11,252-98.9% |