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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,445 |
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 | $35,588 | $44,714-20.4% | $91,225-61.0% | $66,938-46.8% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.2%+17.9pp | 69.8%+21.3pp |
| Annual return | -13.52% | -12.25%-1.3pp | 114.12%-127.6pp | 1.58%-15.1pp |
| Employer contribution / active EE | $5,512 | $1,710+222.3% | $2,851+93.3% | $2,545+116.5% |
| Participant deferral / active EE | $8,691 | $3,355+159.0% | $4,233+105.3% | $4,238+105.1% |
| Admin fee / account holder | $9 | $521-98.3% | $5,422-99.8% | $594-98.5% |