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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $10,218 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,135 | $60,989-29.3% | $60,874-29.1% | $66,914-35.5% |
| Participation rate | 83.7% | 74.5%+9.3pp | 73.1%+10.6pp | 69.8%+13.9pp |
| Annual return | -14.60% | -9.60%-5.0pp | 16.90%-31.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,462 | $2,661+30.1% | $2,701+28.2% | $2,544+36.1% |
| Participant deferral / active EE | $3,164 | $3,615-12.5% | $3,817-17.1% | $4,237-25.3% |
| Admin fee / account holder | $60 | $338-82.3% | $3,224-98.1% | $593-89.9% |