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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,840 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,240 | $81,870-30.1% | $119,608-52.1% | $68,495-16.4% |
| Participation rate | 97.5% | 71.9%+25.6pp | 79.3%+18.2pp | 67.9%+29.6pp |
| Annual return | -16.45% | -23.82%+7.4pp | -14.98%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,738 | $2,692+1.7% | $4,232-35.3% | $2,596+5.5% |
| Participant deferral / active EE | $3,143 | $4,148-24.2% | $5,601-43.9% | $4,028-22.0% |
| Admin fee / account holder | $206 | $6,583-96.9% | $10,326-98.0% | $5,403-96.2% |