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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,010 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $62,685 |
Service code 10 · EIN 95-4345526 | Accounting | $19,500 |
Service code 99 | Other Fees | $0 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,735 | $106,264+195.2% | $147,117+113.3% | $77,762+303.5% |
| Participation rate | 96.4% | 78.4%+18.0pp | 82.2%+14.3pp | 70.6%+25.9pp |
| Annual return | 13.60% | 56.94%-43.3pp | 420.54%-406.9pp | 31.27%-17.7pp |
| Employer contribution / active EE | $9,203 | $4,074+125.9% | $4,932+86.6% | $2,728+237.4% |
| Participant deferral / active EE | $14,736 | $8,003+84.1% | $8,065+82.7% | $4,651+216.8% |
| Admin fee / account holder | $162 | $334-51.5% | $12,993-98.8% | $433-62.5% |