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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,055 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,925 | $58,320+256.5% | $86,436+140.6% | $66,914+210.7% |
| Participation rate | 80.6% | 78.6%+2.0pp | 80.3%+0.3pp | 69.8%+10.8pp |
| Annual return | -20.72% | -9.71%-11.0pp | 4394.89%-4415.6pp | 1.58%-22.3pp |
| Employer contribution / active EE | $4,814 | $2,615+84.1% | $3,769+27.8% | $2,544+89.2% |
| Participant deferral / active EE | $7,165 | $6,899+3.9% | $6,952+3.1% | $4,237+69.1% |
| Admin fee / account holder | $8 | $546-98.5% | $6,731-99.9% | $593-98.7% |