| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $950,575 |
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 | $207,326 | $159,202+30.2% | $97,995+111.6% | $77,958+165.9% |
| Participation rate | 97.0% | 91.5%+5.5pp | 82.4%+14.6pp | 71.6%+25.3pp |
| Annual return | 14.54% | 28.47%-13.9pp | 23.94%-9.4pp | 20.87%-6.3pp |
| Employer contribution / active EE | $2,990 | $4,224-29.2% | $4,158-28.1% | $2,310+29.4% |
| Participant deferral / active EE | $9,479 | $7,461+27.0% | $5,097+86.0% | $3,537+168.0% |
| Admin fee / account holder | $154 | $83+86.2% | $5,943-97.4% | $97+58.0% |