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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,631 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,996 | $155,795+34.1% | $136,298+53.3% | $69,634+200.1% |
| Participation rate | 95.8% | 75.2%+20.5pp | 81.9%+13.8pp | 70.7%+25.1pp |
| Annual return | 15.82% | 232464.33%-232448.5pp | 5156.27%-5140.5pp | 27572.26%-27556.4pp |
| Employer contribution / active EE | $3,182 | $2,991+6.4% | $4,696-32.2% | $2,032+56.6% |
| Participant deferral / active EE | $7,894 | $5,394+46.4% | $6,247+26.4% | $3,224+144.9% |
| Admin fee / account holder | $93 | $128-27.7% | $9,244-99.0% | $110-16.0% |