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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,944 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,350 | $37,213-29.2% | $156,551-83.2% | $63,975-58.8% |
| Participation rate | 91.4% | 65.0%+26.4pp | 84.0%+7.4pp | 71.1%+20.3pp |
| Annual return | 8.53% | 47.89%-39.4pp | 32.23%-23.7pp | 48.65%-40.1pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $15 | $56-73.7% | $13,028-99.9% | $70-79.0% |