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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,630 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,572 | $71,192-6.5% | $117,854-43.5% | $62,292+6.9% |
| Participation rate | 98.7% | 74.2%+24.5pp | 79.7%+19.1pp | 69.5%+29.2pp |
| Annual return | 10.88% | 18.66%-7.8pp | 335.08%-324.2pp | 28.90%-18.0pp |
| Employer contribution / active EE | $2,481 | $1,934+28.3% | $3,786-34.5% | $2,042+21.5% |
| Participant deferral / active EE | $3,088 | $3,189-3.2% | $4,482-31.1% | $3,169-2.6% |
| Admin fee / account holder | $5 | $587-99.1% | $8,020-99.9% | $479-98.9% |