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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,377 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,036 | $210,648-29.2% | $177,989-16.3% | $145,922+2.1% |
| Participation rate | 81.3% | 80.8%+0.5pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 12.80% | 385.86%-373.1pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,411 | $4,565+18.5% | $3,949+37.0% | $4,660+16.1% |
| Participant deferral / active EE | $13,371 | $6,958+92.2% | $6,276+113.0% | $6,688+99.9% |
| Admin fee / account holder | $186 | $12,013-98.5% | $10,363-98.2% | $13,397-98.6% |