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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $84,595 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,769 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,838 | $95,438+215.2% | $135,998+121.2% | $74,478+303.9% |
| Participation rate | 84.3% | 78.2%+6.1pp | 81.9%+2.4pp | 70.7%+13.6pp |
| Annual return | 6.60% | 32.61%-26.0pp | 68.37%-61.8pp | 34.37%-27.8pp |
| Employer contribution / active EE | $3,410 | $3,878-12.1% | $4,860-29.8% | $2,637+29.3% |
| Participant deferral / active EE | $10,009 | $7,790+28.5% | $7,761+29.0% | $4,530+120.9% |
| Admin fee / account holder | $134 | $259-48.2% | $10,769-98.8% | $347-61.4% |