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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,195 |
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 | $132,650 | $85,135+55.8% | $98,920+34.1% | $73,412+80.7% |
| Participation rate | 94.1% | 81.1%+13.0pp | 76.0%+18.1pp | 72.2%+21.9pp |
| Annual return | 11.76% | 19.14%-7.4pp | 196.47%-184.7pp | 59.30%-47.5pp |
| Employer contribution / active EE | $3,590 | $2,721+31.9% | $2,689+33.5% | $2,234+60.7% |
| Participant deferral / active EE | $7,275 | $4,349+67.3% | $4,245+71.4% | $3,806+91.1% |
| Admin fee / account holder | $56 | $139-59.9% | $6,643-99.2% | $158-64.6% |