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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,638 |
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 | $148,257 | $87,870+68.7% | $113,168+31.0% | $74,304+99.5% |
| Participation rate | 93.9% | 70.7%+23.2pp | 76.6%+17.4pp | 60.3%+33.6pp |
| Annual return | 11.95% | 26.44%-14.5pp | 24.27%-12.3pp | 29.43%-17.5pp |
| Employer contribution / active EE | $6,571 | $2,277+188.6% | $2,975+120.9% | $2,241+193.2% |
| Participant deferral / active EE | $7,586 | $4,241+78.9% | $5,107+48.5% | $3,767+101.4% |
| Admin fee / account holder | $79 | $3,368-97.6% | $12,068-99.3% | $2,969-97.3% |