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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,750 |
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 | $183,928 | $79,181+132.3% | $102,423+79.6% | $74,429+147.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.56% | 54.97%-44.4pp | 29.42%-18.9pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $5,124 | $2,362+117.0% | $3,023+69.5% | $2,625+95.2% |
| Participant deferral / active EE | $6,799 | $4,416+54.0% | $5,054+34.5% | $4,348+56.4% |
| Admin fee / account holder | $10 | $2,002-99.5% | $9,455-99.9% | $1,944-99.5% |