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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 | $49,976-37.0% | $66,674-52.8% | $82,637-61.9% |
| Participation rate | 76.1% | 63.1%+13.0pp | 73.7%+2.5pp | 68.1%+8.1pp |
| Annual return | 13.00% | 39.09%-26.1pp | 321.24%-308.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $718 | $1,988-63.9% | $2,620-72.6% | $2,552-71.9% |
| Participant deferral / active EE | $2,114 | $2,847-25.7% | $4,084-48.2% | $4,126-48.8% |
| Admin fee / account holder | $68 | $4,594-98.5% | $5,098-98.7% | $7,339-99.1% |