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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-3080210 | Recordkeeping | $17,148 |
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $9,354 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -21.02% | 93.59%-114.6pp | 22.50%-43.5pp | 39.82%-60.8pp |
| Employer contribution / active EE | $0 | $17,832-100.0% | $33,849-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |