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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,634 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,728 | $102,553+44.1% | $151,611-2.6% | $66,914+120.8% |
| Participation rate | 98.7% | 85.5%+13.2pp | 87.5%+11.2pp | 69.8%+28.9pp |
| Annual return | -18.34% | -10.82%-7.5pp | 3.33%-21.7pp | 1.58%-19.9pp |
| Employer contribution / active EE | $3,580 | $4,180-14.4% | $6,166-41.9% | $2,544+40.7% |
| Participant deferral / active EE | $7,848 | $6,641+18.2% | $8,363-6.2% | $4,237+85.2% |
| Admin fee / account holder | $123 | $630-80.5% | $11,616-98.9% | $593-79.3% |