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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $11,868 |
Participant contribution per participant 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 | $28,697 | $65,582-56.2% | $64,110-55.2% | $71,535-59.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 11.86% | 18.96%-7.1pp | 33.75%-21.9pp | 28.97%-17.1pp |
| Employer contribution / active EE | $3,430 | $2,671+28.4% | $2,751+24.7% | $2,590+32.4% |
| Participant deferral / active EE | $544 | $3,628-85.0% | $3,883-86.0% | $4,292-87.3% |
| Admin fee / account holder | $69 | $616-88.9% | $3,071-97.8% | $1,589-95.7% |