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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 15 · EIN 23-3080210 | Recordkeeping | $14,921 |
THE VANGUARD GROUP, INC.8 years Filed as: VANGUARD ADVISORS INC. Service code 27 · EIN 23-2811930 | Advisory (Plan) | $13,375 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 11.73% | 6.77%+5.0pp | 10.53%+1.2pp | 7.65%+4.1pp |
| Employer contribution / active EE | $2,348 | $23,265-89.9% | $26,797-91.2% | $20,582-88.6% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |