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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,668 |
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 | $27,391 | $58,320-53.0% | $86,438-68.3% | $66,938-59.1% |
| Participation rate | 95.8% | 78.6%+17.2pp | 80.3%+15.5pp | 69.8%+26.0pp |
| Annual return | -18.41% | -9.71%-8.7pp | 4397.19%-4415.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,767 | $2,615+5.8% | $3,769-26.6% | $2,545+8.7% |
| Participant deferral / active EE | $6,438 | $6,899-6.7% | $6,952-7.4% | $4,238+51.9% |
| Admin fee / account holder | $90 | $546-83.5% | $6,733-98.7% | $594-84.8% |