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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,045 |
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 | $38,781 | $56,095-30.9% | $178,503-78.3% | $90,274-57.0% |
| Participation rate | 88.6% | 65.6%+23.0pp | 81.9%+6.6pp | 73.4%+15.2pp |
| Annual return | 14.68% | 28.81%-14.1pp | 151.12%-136.4pp | 53.97%-39.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $18 | $101-81.9% | $13,987-99.9% | $114-84.1% |