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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,283 |
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 | $102,100 | $62,583+63.1% | $76,767+33.0% | $64,173+59.1% |
| Participation rate | 83.1% | 72.8%+10.3pp | 77.0%+6.2pp | 69.6%+13.6pp |
| Annual return | -6.10% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,815 | $1,832+108.2% | $2,485+53.5% | $2,381+60.2% |
| Participant deferral / active EE | $10,726 | $3,145+241.1% | $3,852+178.5% | $3,470+209.1% |
| Admin fee / account holder | $132 | $4,667-97.2% | $6,675-98.0% | $4,887-97.3% |