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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,100 |
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 | $208,148 | $84,936+145.1% | $111,303+87.0% | $79,393+162.2% |
| Participation rate | 98.0% | 75.9%+22.2pp | 77.3%+20.7pp | 70.7%+27.3pp |
| Annual return | 10.47% | 17.45%-7.0pp | 54.66%-44.2pp | 116.87%-106.4pp |
| Employer contribution / active EE | $5,038 | $1,979+154.6% | $2,731+84.5% | $2,428+107.5% |
| Participant deferral / active EE | $6,392 | $3,888+64.4% | $4,487+42.4% | $4,046+58.0% |
| Admin fee / account holder | $6 | $537-98.9% | $7,966-99.9% | $627-99.0% |