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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $89,922 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,730 | $99,078+12.8% | $96,544+15.7% | $74,419+50.1% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.0%+10.7pp | 70.7%+15.9pp |
| Annual return | 8.73% | 22.48%-13.8pp | 25.84%-17.1pp | 34.38%-25.7pp |
| Employer contribution / active EE | $6,922 | $2,570+169.3% | $2,965+133.4% | $2,637+162.4% |
| Participant deferral / active EE | $8,346 | $4,933+69.2% | $4,851+72.0% | $4,528+84.3% |
| Admin fee / account holder | $66 | $225-70.4% | $8,252-99.2% | $348-80.9% |