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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
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 | $105,533 | $106,247-0.7% | $147,096-28.3% | $77,714+35.8% |
| Participation rate | 88.0% | 78.4%+9.7pp | 82.2%+5.9pp | 70.6%+17.5pp |
| Annual return | 12.16% | 56.87%-44.7pp | 419.75%-407.6pp | 31.26%-19.1pp |
| Employer contribution / active EE | $13,955 | $4,069+242.9% | $4,936+182.7% | $2,727+411.8% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $338-99.8% | $13,005-100.0% | $433-99.9% |