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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,335 | $95,438+200.0% | $135,998+110.5% | $74,478+284.5% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 16.73% | 32.61%-15.9pp | 68.37%-51.6pp | 34.37%-17.6pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $27 | $259-89.5% | $10,769-99.7% | $347-92.2% |