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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,594 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,953 | $48,570+68.7% | $130,660-37.3% | $72,976+12.3% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 0.47% | 38.63%-38.2pp | 1709.29%-1708.8pp | 81.02%-80.5pp |
| Employer contribution / active EE | $782 | $1,334-41.4% | $4,092-80.9% | $2,440-67.9% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $94 | $3,549-97.3% | $5,463-98.3% | $5,124-98.2% |