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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,310 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,045 | $98,982-31.3% | $162,177-58.0% | $65,185+4.4% |
| Participation rate | 93.3% | 85.8%+7.5pp | 87.6%+5.7pp | 70.2%+23.1pp |
| Annual return | 23.58% | 24.84%-1.3pp | 115.60%-92.0pp | 29.38%-5.8pp |
| Employer contribution / active EE | $2,184 | $3,467-37.0% | $5,613-61.1% | $2,177+0.3% |
| Participant deferral / active EE | $4,858 | $5,384-9.8% | $7,297-33.4% | $3,514+38.3% |
| Admin fee / account holder | $66 | $596-88.9% | $10,843-99.4% | $847-92.2% |