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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 | $122,219+18.2% | $147,096-1.8% | $199,921-27.7% |
| Participation rate | 95.8% | 78.3%+17.5pp | 82.2%+13.6pp | 72.0%+23.8pp |
| Annual return | 13.32% | 30.59%-17.3pp | 419.75%-406.4pp | 34.28%-21.0pp |
| Employer contribution / active EE | $3,716 | $4,096-9.3% | $4,936-24.7% | $3,035+22.4% |
| Participant deferral / active EE | $8,930 | $8,503+5.0% | $8,071+10.6% | $5,089+75.5% |
| Admin fee / account holder | $179 | $1790% | $13,005-98.6% | $269-33.4% |