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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $168,377 | $64,909+159.4% | $82,312+104.6% | $62,293+170.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.74% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.2pp |
| Employer contribution / active EE | $4,561 | $1,676+172.1% | $2,428+87.8% | $2,042+123.3% |
| Participant deferral / active EE | $5,860 | $3,103+88.8% | $3,706+58.1% | $3,169+84.9% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |