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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,189 |
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 | $203,889 | $155,795+30.9% | $136,298+49.6% | $69,634+192.8% |
| Participation rate | 99.7% | 75.2%+24.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 15.86% | 232464.33%-232448.5pp | 5156.27%-5140.4pp | 27572.26%-27556.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,108 | $5,394-42.4% | $6,247-50.2% | $3,224-3.6% |
| Admin fee / account holder | $51 | $128-60.1% | $9,244-99.4% | $110-53.7% |