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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,041 |
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 | $120,798 | $101,653+18.8% | $147,080-17.9% | $74,459+62.2% |
| Participation rate | 84.9% | 75.6%+9.3pp | 82.2%+2.7pp | 67.2%+17.7pp |
| Annual return | 11.49% | 8754.98%-8743.5pp | 420.17%-408.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,067 | $3,813-72.0% | $4,933-78.4% | $2,626-59.4% |
| Participant deferral / active EE | $7,555 | $7,304+3.4% | $8,066-6.3% | $4,350+73.7% |
| Admin fee / account holder | $52 | $1,752-97.0% | $12,989-99.6% | $1,945-97.3% |