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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $100 |
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 | $46,355 | $88,122-47.4% | $141,200-67.2% | $67,584-31.4% |
| Participation rate | 85.2% | 76.5%+8.8pp | 82.5%+2.7pp | 71.3%+13.9pp |
| Annual return | 20.94% | 75.40%-54.5pp | 71.41%-50.5pp | 378.59%-357.7pp |
| Employer contribution / active EE | $10,878 | $3,224+237.4% | $4,736+129.7% | $2,148+406.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $131-99.7% | $10,265-100.0% | $142-99.7% |