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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,072 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,410 |
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 | $264,526 | $91,424+189.3% | $135,942+94.6% | $71,495+270.0% |
| Participation rate | 97.5% | 75.7%+21.9pp | 81.9%+15.6pp | 67.9%+29.6pp |
| Annual return | 15.62% | 29.90%-14.3pp | 68.28%-52.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $12,921 | $3,704+248.8% | $4,858+166.0% | $2,589+399.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $132 | $1,266-89.5% | $10,764-98.8% | $1,588-91.7% |