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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,774 |
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 | $28,326 | $55,790-49.2% | $76,817-63.1% | $67,579-58.1% |
| Participation rate | 74.9% | 71.1%+3.8pp | 72.1%+2.8pp | 71.3%+3.6pp |
| Annual return | 2.10% | 64.45%-62.4pp | 1166.11%-1164.0pp | 378.56%-376.5pp |
| Employer contribution / active EE | $1,635 | $1,810-9.7% | $2,302-29.0% | $2,148-23.9% |
| Participant deferral / active EE | $0 | $2,875-100.0% | $3,336-100.0% | $3,539-100.0% |
| Admin fee / account holder | $63 | $159-60.6% | $6,420-99.0% | $142-55.9% |