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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,955 |
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 | $41,595 | $62,543-33.5% | $83,322-50.1% | $55,725-25.4% |
| Participation rate | 98.9% | 78.4%+20.5pp | 77.8%+21.2pp | 70.9%+28.1pp |
| Annual return | -6.47% | 14.85%-21.3pp | 10.64%-17.1pp | 244.93%-251.4pp |
| Employer contribution / active EE | $3,590 | $2,427+47.9% | $3,379+6.3% | $2,078+72.8% |
| Participant deferral / active EE | $6,915 | $5,682+21.7% | $5,565+24.3% | $3,356+106.1% |
| Admin fee / account holder | $65 | $103-37.2% | $7,540-99.1% | $115-43.8% |