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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,611 |
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 | $29,352 | $44,989-34.8% | $170,435-82.8% | $77,958-62.3% |
| Participation rate | 90.8% | 64.6%+26.2pp | 83.6%+7.2pp | 71.6%+19.2pp |
| Annual return | 15.42% | 19.61%-4.2pp | 205.94%-190.5pp | 20.87%-5.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $18 | $69-74.3% | $13,881-99.9% | $97-81.8% |