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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,493 |
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 | $59,955 | $72,114-16.9% | $108,745-44.9% | $62,881-4.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 4.48% | 13.41%-8.9pp | 46.22%-41.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $3,983 | $2,694+47.9% | $3,323+19.9% | $2,281+74.6% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $36 | $4,608-99.2% | $6,144-99.4% | $4,296-99.2% |