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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $5,965 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,935 | $61,356+82.4% | $149,696-25.2% | $71,511+56.5% |
| Participation rate | 77.8% | 62.5%+15.3pp | 78.8%-0.9pp | 67.9%+9.9pp |
| Annual return | 12.68% | 35.86%-23.2pp | 134.46%-121.8pp | 28.86%-16.2pp |
| Employer contribution / active EE | $3,361 | $2,382+41.1% | $4,821-30.3% | $2,589+29.8% |
| Participant deferral / active EE | $3,832 | $2,920+31.3% | $5,682-32.6% | $4,291-10.7% |
| Admin fee / account holder | $32 | $1,263-97.5% | $13,212-99.8% | $1,588-98.0% |