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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,188 |
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 | $75,244 | $102,661-26.7% | $151,639-50.4% | $66,938+12.4% |
| Participation rate | 94.1% | 85.5%+8.5pp | 87.5%+6.6pp | 69.8%+24.3pp |
| Annual return | -19.49% | -10.81%-8.7pp | 3.34%-22.8pp | 1.58%-21.1pp |
| Employer contribution / active EE | $3,002 | $4,184-28.2% | $6,165-51.3% | $2,545+18.0% |
| Participant deferral / active EE | $7,209 | $6,645+8.5% | $8,363-13.8% | $4,238+70.1% |
| Admin fee / account holder | $64 | $630-89.8% | $11,613-99.4% | $594-89.2% |