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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,129 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,865 |
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 | $313,544 | $104,509+200.0% | $159,495+96.6% | $79,395+294.9% |
| Participation rate | 98.8% | 76.6%+22.1pp | 82.8%+15.9pp | 70.7%+28.0pp |
| Annual return | 12.64% | 67.99%-55.4pp | 263.72%-251.1pp | 116.90%-104.3pp |
| Employer contribution / active EE | $11,830 | $3,417+246.2% | $4,831+144.9% | $2,428+387.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $137 | $711-80.7% | $10,804-98.7% | $626-78.1% |