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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $223,091 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $158,885 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,358 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,517 | $122,128+18.3% | $147,117-1.8% | $200,096-27.8% |
| Participation rate | 95.8% | 78.2%+17.6pp | 82.2%+13.6pp | 72.0%+23.8pp |
| Annual return | 13.32% | 30.58%-17.3pp | 420.54%-407.2pp | 34.26%-20.9pp |
| Employer contribution / active EE | $3,716 | $4,093-9.2% | $4,932-24.7% | $3,038+22.3% |
| Participant deferral / active EE | $8,930 | $8,484+5.3% | $8,065+10.7% | $5,090+75.4% |
| Admin fee / account holder | $179 | $180-0.2% | $12,993-98.6% | $269-33.5% |