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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 | $101,591+18.9% | $147,096-17.9% | $74,429+62.3% |
| Participation rate | 84.9% | 75.5%+9.3pp | 82.2%+2.7pp | 67.2%+17.7pp |
| Annual return | 11.49% | 8746.45%-8735.0pp | 419.75%-408.3pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $1,067 | $3,813-72.0% | $4,936-78.4% | $2,625-59.3% |
| Participant deferral / active EE | $7,555 | $7,302+3.5% | $8,071-6.4% | $4,348+73.8% |
| Admin fee / account holder | $52 | $1,750-97.0% | $13,005-99.6% | $1,944-97.3% |