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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: THE VANGUARD GROUP Service code 25 · EIN 23-1945930 | Directed Trustee | $5,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,650-100.0% | $308,621-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 57.6%-57.6pp | 43.9%-43.9pp |
| Annual return | 12.68% | 8.11%+4.6pp | 8.05%+4.6pp | 13.05%-0.4pp |
| Employer contribution / active EE | $2,059 | $44,185-95.3% | $42,683-95.2% | $37,647-94.5% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |