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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 | $101,672+478.7% | $147,117+299.9% | $74,478+690.0% |
| Participation rate | 94.6% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 9.76% | 8757.83%-8748.1pp | 420.54%-410.8pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $27,634 | $3,813+624.7% | $4,932+460.3% | $2,626+952.2% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $254 | $1,753-85.5% | $12,993-98.0% | $1,946-87.0% |