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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,330 |
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 | $26,850 | $45,382-40.8% | $154,108-82.6% | $75,289-64.3% |
| Participation rate | 90.4% | 65.9%+24.5pp | 83.0%+7.3pp | 72.4%+17.9pp |
| Annual return | -3.33% | -0.47%-2.9pp | 735.21%-738.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $17 | $89-81.0% | $13,411-99.9% | $102-83.4% |