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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $602,310 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,689 | $77,559+6.6% | $68,793+20.2% | $75,289+9.8% |
| Participation rate | 97.7% | 78.3%+19.4pp | 72.2%+25.5pp | 72.4%+25.3pp |
| Annual return | -5.47% | -1.01%-4.5pp | -4.63%-0.8pp | -0.04%-5.4pp |
| Employer contribution / active EE | $5,868 | $1,993+194.4% | $2,625+123.5% | $2,405+144.0% |
| Participant deferral / active EE | $4,136 | $3,128+32.2% | $3,311+24.9% | $3,739+10.6% |
| Admin fee / account holder | $98 | $90+8.2% | $5,131-98.1% | $102-4.4% |