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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,436 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,797 | $73,102-22.3% | $123,553-54.0% | $56,289+0.9% |
| Participation rate | 86.4% | 74.3%+12.1pp | 82.3%+4.1pp | 69.9%+16.6pp |
| Annual return | -4.95% | 3.01%-8.0pp | 119.21%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $3,042 | $2,977+2.2% | $4,628-34.3% | $2,111+44.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $26 | $554-95.4% | $9,284-99.7% | $521-95.1% |