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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $306 |
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 | $61,850 | $81,258-23.9% | $105,218-41.2% | $59,633+3.7% |
| Participation rate | 94.8% | 75.4%+19.4pp | 77.2%+17.6pp | 68.7%+26.1pp |
| Annual return | -2.07% | 1.96%-4.0pp | 5.33%-7.4pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $3,782 | $2,562+47.6% | $3,255+16.2% | $2,203+71.7% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $137 | $5,841-97.6% | $6,992-98.0% | $4,297-96.8% |