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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 28 · EIN 23-1945930 | Investment Management | $49,002 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $588,377 | $101,591+479.2% | $147,096+300.0% | $74,429+690.5% |
| Participation rate | 94.6% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 9.76% | 8746.45%-8736.7pp | 419.75%-410.0pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $27,634 | $3,813+624.8% | $4,936+459.9% | $2,625+952.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $254 | $1,750-85.5% | $13,005-98.0% | $1,944-86.9% |