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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,938 |
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 | $222,608 | $75,183+196.1% | $123,894+79.7% | $55,167+303.5% |
| Participation rate | 95.6% | 72.8%+22.8pp | 81.4%+14.2pp | 69.0%+26.6pp |
| Annual return | 6.61% | 19.01%-12.4pp | 47.52%-40.9pp | 169.23%-162.6pp |
| Employer contribution / active EE | $10,587 | $2,823+274.9% | $4,617+129.3% | $1,963+439.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $58 | $663-91.2% | $8,357-99.3% | $504-88.5% |