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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,390 |
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 | $27,446 | $89,367-69.3% | $141,191-80.6% | $72,975-62.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.94% | 111.87%-92.9pp | 71.41%-52.5pp | 81.01%-62.1pp |
| Employer contribution / active EE | $10,416 | $3,115+234.4% | $4,736+119.9% | $2,440+326.9% |
| Participant deferral / active EE | $9,283 | $5,419+71.3% | $6,710+38.3% | $3,608+157.3% |
| Admin fee / account holder | $60 | $5,957-99.0% | $10,264-99.4% | $5,124-98.8% |