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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,616 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,785 | $50,385-46.8% | $75,670-64.6% | $62,292-57.0% |
| Participation rate | 97.3% | 67.7%+29.6pp | 72.3%+24.9pp | 69.5%+27.7pp |
| Annual return | 11.05% | 19.90%-8.9pp | 27.34%-16.3pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,727 | $1,537+12.4% | $2,352-26.5% | $2,042-15.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $51 | $384-86.8% | $5,800-99.1% | $479-89.4% |