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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.
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 | $51,638-39.1% | $68,368-54.0% | $82,448-61.8% |
| Participation rate | 76.1% | 63.6%+12.5pp | 73.8%+2.4pp | 68.1%+8.1pp |
| Annual return | 13.00% | 37.53%-24.5pp | 292.57%-279.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $718 | $2,047-64.9% | $2,649-72.9% | $2,551-71.9% |
| Participant deferral / active EE | $2,114 | $2,914-27.4% | $4,123-48.7% | $4,139-48.9% |
| Admin fee / account holder | $68 | $4,643-98.5% | $5,150-98.7% | $7,234-99.1% |