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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 28 · EIN 23-1945930 | Investment Management | $47,500 |
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 | $554,833 | $91,480+506.5% | $135,998+308.0% | $71,535+675.6% |
| Participation rate | 96.9% | 75.7%+21.2pp | 81.9%+14.9pp | 67.9%+28.9pp |
| Annual return | 13.99% | 29.89%-15.9pp | 68.37%-54.4pp | 28.97%-15.0pp |
| Employer contribution / active EE | $27,588 | $3,705+644.5% | $4,860+467.7% | $2,590+965.2% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,761-100.0% | $4,292-100.0% |
| Admin fee / account holder | $247 | $1,267-80.5% | $10,769-97.7% | $1,589-84.4% |