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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,367 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,801 | $74,347+69.2% | $93,621+34.4% | $67,579+86.2% |
| Participation rate | 94.0% | 80.6%+13.4pp | 75.8%+18.1pp | 71.3%+22.7pp |
| Annual return | 16.99% | 28.07%-11.1pp | 32.76%-15.8pp | 378.56%-361.6pp |
| Employer contribution / active EE | $3,354 | $2,583+29.8% | $2,719+23.4% | $2,148+56.2% |
| Participant deferral / active EE | $6,996 | $4,060+72.3% | $4,070+71.9% | $3,539+97.7% |
| Admin fee / account holder | $50 | $123-59.5% | $7,890-99.4% | $142-65.0% |