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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $246,622 |
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 | $38,830 | $42,419-8.5% | $104,304-62.8% | $77,906-50.2% |
| Participation rate | 75.5% | 51.6%+23.9pp | 73.3%+2.2pp | 73.7%+1.8pp |
| Annual return | -0.46% | -11.16%+10.7pp | 24.63%-25.1pp | 12.16%-12.6pp |
| Employer contribution / active EE | $1,492 | $1,105+35.0% | $3,374-55.8% | $2,846-47.6% |
| Participant deferral / active EE | $2,809 | $1,992+41.0% | $4,626-39.3% | $4,805-41.5% |
| Admin fee / account holder | $44 | $117-62.6% | $7,340-99.4% | $133-66.9% |