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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,809 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,939 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,027 | $59,107+109.8% | $86,439+43.5% | $68,495+81.1% |
| Participation rate | 97.4% | 75.2%+22.2pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -19.16% | -0.23%-18.9pp | 4395.55%-4414.7pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,392 | $2,519-5.0% | $3,769-36.5% | $2,596-7.9% |
| Participant deferral / active EE | $17,221 | $5,901+191.8% | $6,952+147.7% | $4,028+327.6% |
| Admin fee / account holder | $155 | $5,637-97.2% | $6,732-97.7% | $5,403-97.1% |