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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,400 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,240 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,219 | $172,478-35.5% | $145,661-23.6% | $142,382-21.9% |
| Participation rate | 0.0% | 80.1%-80.1pp | 77.2%-77.2pp | 80.1%-80.1pp |
| Annual return | -19.22% | 151.09%-170.3pp | 101.46%-120.7pp | 217.08%-236.3pp |
| Employer contribution / active EE | $3,061 | $4,899-37.5% | $4,238-27.8% | $4,299-28.8% |
| Participant deferral / active EE | $9,156 | $8,348+9.7% | $7,198+27.2% | $6,507+40.7% |
| Admin fee / account holder | $74 | $16,864-99.6% | $12,466-99.4% | $12,624-99.4% |