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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-2186884 | Recordkeeping | $18,919 |
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 | $93,761 | $95,438-1.8% | $135,982-31.0% | $74,473+25.9% |
| Participation rate | 97.4% | 78.2%+19.2pp | 81.9%+15.5pp | 70.7%+26.6pp |
| Annual return | 13.06% | 32.61%-19.6pp | 68.32%-55.3pp | 34.36%-21.3pp |
| Employer contribution / active EE | $3,379 | $3,878-12.9% | $4,859-30.5% | $2,638+28.1% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $18 | $259-93.0% | $10,767-99.8% | $347-94.8% |