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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $20,674 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $110,792-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 58.3%-58.3pp | 4.7%-4.7pp |
| Annual return | -6.70% | -0.69%-6.0pp | -0.33%-6.4pp | -0.69%-6.0pp |
| Employer contribution / active EE | $14,559 | $16,786-13.3% | $25,782-43.5% | $16,786-13.3% |
| Participant deferral / active EE | $0 | $525-100.0% | $928-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,824-100.0% | $124-100.0% |