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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $100 |
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 | $57,446 | $100,801-43.0% | $149,696-61.6% | $73,409-21.7% |
| Participation rate | 90.6% | 77.7%+12.9pp | 82.5%+8.1pp | 72.2%+18.4pp |
| Annual return | 13.13% | 265.34%-252.2pp | 276.60%-263.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $11,485 | $3,312+246.8% | $4,644+147.3% | $2,234+414.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-99.8% | $9,309-100.0% | $158-99.8% |