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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,046 |
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 | $127,914 | $72,486+76.5% | $87,103+46.9% | $72,976+75.3% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 21.86% | 24.46%-2.6pp | 28.19%-6.3pp | 81.02%-59.2pp |
| Employer contribution / active EE | $3,558 | $1,894+87.9% | $2,521+41.1% | $2,440+45.8% |
| Participant deferral / active EE | $9,668 | $3,270+195.7% | $4,049+138.8% | $3,608+168.0% |
| Admin fee / account holder | $133 | $5,055-97.4% | $7,491-98.2% | $5,124-97.4% |