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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $18,330 |
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 | $188,038 | $50,464+272.6% | $75,784+148.1% | $52,331+259.3% |
| Participation rate | 91.9% | 66.8%+25.1pp | 75.8%+16.1pp | 68.1%+23.8pp |
| Annual return | -13.34% | 1.03%-14.4pp | 9.68%-23.0pp | 4.54%-17.9pp |
| Employer contribution / active EE | $4,819 | $1,988+142.4% | $3,323+45.0% | $1,882+156.1% |
| Participant deferral / active EE | $7,780 | $2,570+202.7% | $3,652+113.0% | $3,022+157.4% |
| Admin fee / account holder | $73 | $1,103-93.4% | $5,300-98.6% | $592-87.7% |