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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,374 |
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 | $199,222 | $79,519+150.5% | $95,956+107.6% | $73,412+171.4% |
| Participation rate | 90.7% | 81.2%+9.5pp | 77.1%+13.6pp | 72.2%+18.5pp |
| Annual return | 4.32% | 19.20%-14.9pp | 91.63%-87.3pp | 59.30%-55.0pp |
| Employer contribution / active EE | $7,692 | $2,048+275.7% | $2,541+202.7% | $2,234+244.4% |
| Participant deferral / active EE | $4,440 | $4,138+7.3% | $4,167+6.6% | $3,806+16.7% |
| Admin fee / account holder | $44 | $184-76.0% | $6,797-99.3% | $158-72.0% |