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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,308 |
Employer contribution per participant 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 | $59,911 | $73,102-18.0% | $123,552-51.5% | $56,287+6.4% |
| Participation rate | 73.2% | 74.3%-1.2pp | 82.3%-9.1pp | 69.9%+3.3pp |
| Annual return | -5.77% | 3.01%-8.8pp | 119.20%-125.0pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,447 | $5,423+0.5% | $6,426-15.2% | $3,350+62.6% |
| Admin fee / account holder | $57 | $554-89.8% | $9,285-99.4% | $521-89.2% |