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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,490 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,781 | $80,983+114.6% | $96,544+80.0% | $75,177+131.2% |
| Participation rate | 82.1% | 71.8%+10.3pp | 76.0%+6.1pp | 67.2%+14.8pp |
| Annual return | 15.86% | 27.05%-11.2pp | 25.88%-10.0pp | 160.75%-144.9pp |
| Employer contribution / active EE | $4,180 | $2,282+83.1% | $2,966+40.9% | $2,671+56.5% |
| Participant deferral / active EE | $11,885 | $3,929+202.5% | $4,851+145.0% | $4,126+188.0% |
| Admin fee / account holder | $147 | $6,717-97.8% | $8,254-98.2% | $5,651-97.4% |