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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,970 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,733 | $30,599+359.9% | $74,577+88.7% | $57,658+144.1% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.1%+31.9pp | 70.2%+29.8pp |
| Annual return | 3.46% | 14.24%-10.8pp | 20.47%-17.0pp | 5.13%-1.7pp |
| Employer contribution / active EE | $5,582 | $1,000+458.4% | $2,525+121.1% | $1,974+182.8% |
| Participant deferral / active EE | $3,809 | $1,805+111.0% | $3,458+10.1% | $3,061+24.4% |
| Admin fee / account holder | $217 | $98+120.9% | $4,138-94.8% | $95+129.1% |