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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,635 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,191 |
Service code 99 | Other Fees | $0 |
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 | $283,713 | $106,164+167.2% | $147,041+92.9% | $77,692+265.2% |
| Participation rate | 97.4% | 78.4%+19.0pp | 82.2%+15.2pp | 70.6%+26.8pp |
| Annual return | 13.04% | 56.81%-43.8pp | 419.21%-406.2pp | 31.25%-18.2pp |
| Employer contribution / active EE | $11,828 | $4,066+190.9% | $4,935+139.7% | $2,726+333.8% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $110 | $338-67.4% | $13,006-99.2% | $431-74.4% |