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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $15,077 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Participant contribution per participant 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 | $78,207 | $66,302+18.0% | $110,238-29.1% | $56,287+38.9% |
| Participation rate | 78.2% | 74.9%+3.3pp | 79.8%-1.6pp | 69.9%+8.3pp |
| Annual return | -5.10% | -1.18%-3.9pp | 314.74%-319.8pp | -9.96%+4.9pp |
| Employer contribution / active EE | $4,970 | $2,047+142.8% | $3,826+29.9% | $2,111+135.4% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $108 | $698-84.5% | $8,547-98.7% | $521-79.2% |