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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 | $101,539+479.5% | $147,041+300.1% | $74,400+690.8% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 9.76% | 8740.84%-8731.1pp | 419.21%-409.5pp | 1367.51%-1357.8pp |
| Employer contribution / active EE | $27,634 | $3,811+625.1% | $4,935+460.0% | $2,624+953.0% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $254 | $1,749-85.5% | $13,006-98.0% | $1,944-86.9% |