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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,172 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,973 | $60,349+42.5% | $74,184+15.9% | $62,881+36.7% |
| Participation rate | 86.7% | 72.7%+14.0pp | 76.6%+10.1pp | 69.3%+17.4pp |
| Annual return | 9.38% | 21.38%-12.0pp | 17.74%-8.4pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,189 | $1,680+89.8% | $2,370+34.6% | $2,281+39.8% |
| Participant deferral / active EE | $8,735 | $2,856+205.8% | $3,550+146.1% | $3,203+172.7% |
| Admin fee / account holder | $88 | $4,261-97.9% | $5,586-98.4% | $4,296-98.0% |