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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,176 |
Employer 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 | $69,377 | $90,064-23.0% | $100,415-30.9% | $77,762-10.8% |
| Participation rate | 90.5% | 81.3%+9.2pp | 81.5%+9.0pp | 70.6%+19.9pp |
| Annual return | 19.36% | 20.61%-1.3pp | 49.47%-30.1pp | 31.27%-11.9pp |
| Employer contribution / active EE | $1 | $3,043-100.0% | $3,943-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $12,423 | $8,282+50.0% | $8,091+53.5% | $4,651+167.1% |
| Admin fee / account holder | $84 | $172-51.4% | $7,906-98.9% | $433-80.7% |