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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $71,940 |
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 | $119,529 | $88,122+35.6% | $141,200-15.3% | $67,584+76.9% |
| Participation rate | 95.3% | 76.5%+18.8pp | 82.5%+12.8pp | 71.3%+24.0pp |
| Annual return | -0.91% | 75.40%-76.3pp | 71.41%-72.3pp | 378.59%-379.5pp |
| Employer contribution / active EE | $2,988 | $3,224-7.3% | $4,736-36.9% | $2,148+39.1% |
| Participant deferral / active EE | $5,650 | $5,958-5.2% | $6,710-15.8% | $3,540+59.6% |
| Admin fee / account holder | $107 | $131-18.2% | $10,265-99.0% | $142-24.7% |