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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,957 |
Annual investment return 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 | $130,824 | $72,770+79.8% | $67,652+93.4% | $55,191+137.0% |
| Participation rate | 99.4% | 78.8%+20.6pp | 75.7%+23.8pp | 69.2%+30.3pp |
| Annual return | -1.55% | -3.26%+1.7pp | 6625.04%-6626.6pp | 10.78%-12.3pp |
| Employer contribution / active EE | $4,854 | $1,769+174.4% | $2,266+114.3% | $1,899+155.7% |
| Participant deferral / active EE | $5,951 | $3,408+74.6% | $3,560+67.2% | $3,046+95.4% |
| Admin fee / account holder | $55 | $79-30.1% | $4,821-98.9% | $91-39.3% |