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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,928 | $79,171+132.3% | $102,423+79.6% | $74,495+146.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 10.56% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $5,124 | $2,362+116.9% | $3,023+69.5% | $2,623+95.3% |
| Participant deferral / active EE | $6,799 | $4,415+54.0% | $5,053+34.6% | $4,346+56.4% |
| Admin fee / account holder | $10 | $2,001-99.5% | $9,451-99.9% | $1,942-99.5% |