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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,379 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,267 | $65,453+80.7% | $86,698+36.4% | $66,938+76.7% |
| Participation rate | 86.0% | 75.5%+10.6pp | 76.6%+9.4pp | 69.8%+16.2pp |
| Annual return | -17.58% | -10.89%-6.7pp | 35.95%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,351 | $2,154+55.6% | $2,837+18.1% | $2,545+31.7% |
| Participant deferral / active EE | $8,446 | $4,102+105.9% | $4,656+81.4% | $4,238+99.3% |
| Admin fee / account holder | $21 | $642-96.7% | $7,493-99.7% | $594-96.5% |