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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,030 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,178 | $58,320-31.1% | $86,451-53.5% | $66,949-40.0% |
| Participation rate | 77.7% | 78.6%-0.9pp | 80.3%-2.7pp | 69.8%+7.9pp |
| Annual return | -11.75% | -9.71%-2.0pp | 4398.51%-4410.3pp | 1.57%-13.3pp |
| Employer contribution / active EE | $1,070 | $2,615-59.1% | $3,770-71.6% | $2,545-58.0% |
| Participant deferral / active EE | $2,800 | $6,899-59.4% | $6,953-59.7% | $4,239-34.0% |
| Admin fee / account holder | $21 | $546-96.2% | $6,734-99.7% | $594-96.5% |