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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,965 |
Filed as: CAPTRUST Service code 17 · EIN 26-0058143 | Pension Consulting | $9,158 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,105 | $109,881-4.3% | $150,045-30.0% | $84,808+23.9% |
| Participation rate | 91.3% | 76.1%+15.2pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 6.19% | 28.25%-22.1pp | 62.55%-56.4pp | 40.90%-34.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,206 | $6,636+129.1% | $7,997+90.1% | $4,212+261.1% |
| Admin fee / account holder | $126 | $8,568-98.5% | $13,435-99.1% | $7,344-98.3% |