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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $219,892 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $129,974-100.0% | $104,304-100.0% | $134,554-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 73.3%-73.3pp | 81.2%-81.2pp |
| Annual return | -106.44% | 42.07%-148.5pp | 24.63%-131.1pp | 418.46%-524.9pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,374-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,590-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,430-100.0% |