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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,360 |
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 | $99,389 | $58,895+68.8% | $178,503-44.3% | $73,497+35.2% |
| Participation rate | 75.5% | 66.2%+9.3pp | 81.9%-6.4pp | 70.7%+4.8pp |
| Annual return | 5.94% | 24.86%-18.9pp | 151.12%-145.2pp | 28.51%-22.6pp |
| Employer contribution / active EE | $2,846 | $2,236+27.3% | $5,011-43.2% | $2,270+25.4% |
| Participant deferral / active EE | $3,597 | $2,567+40.1% | $5,202-30.9% | $3,740-3.8% |
| Admin fee / account holder | $18 | $400-95.4% | $13,987-99.9% | $513-96.4% |