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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,020 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,503 | $47,977-23.9% | $154,107-76.3% | $56,287-35.1% |
| Participation rate | 70.3% | 66.2%+4.2pp | 83.0%-12.7pp | 69.9%+0.5pp |
| Annual return | -8.49% | 3.54%-12.0pp | 735.12%-743.6pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,132 | $2,169-47.8% | $5,298-78.6% | $2,111-46.4% |
| Participant deferral / active EE | $2,422 | $2,392+1.3% | $5,081-52.3% | $3,350-27.7% |
| Admin fee / account holder | $7 | $438-98.4% | $13,411-99.9% | $521-98.6% |