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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,729 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,462 | $54,705-42.5% | $71,209-55.8% | $84,808-62.9% |
| Participation rate | 76.1% | 64.1%+12.1pp | 73.8%+2.4pp | 68.3%+7.8pp |
| Annual return | 13.00% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $718 | $2,158-66.7% | $2,721-73.6% | $2,631-72.7% |
| Participant deferral / active EE | $2,114 | $3,030-30.2% | $4,175-49.4% | $4,212-49.8% |
| Admin fee / account holder | $68 | $4,863-98.6% | $5,349-98.7% | $7,344-99.1% |