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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,614 |
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 | $200,502 | $65,125+207.9% | $143,797+39.4% | $66,949+199.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -17.97% | -11.13%-6.8pp | -0.04%-17.9pp | 1.57%-19.5pp |
| Employer contribution / active EE | $6,224 | $2,362+163.5% | $4,952+25.7% | $2,545+144.5% |
| Participant deferral / active EE | $5,041 | $2,920+72.6% | $5,638-10.6% | $4,239+18.9% |
| Admin fee / account holder | $56 | $503-88.9% | $14,679-99.6% | $594-90.6% |