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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 | $106,264-0.7% | $147,117-28.3% | $77,762+35.7% |
| Participation rate | 88.0% | 78.4%+9.6pp | 82.2%+5.9pp | 70.6%+17.5pp |
| Annual return | 12.16% | 56.94%-44.8pp | 420.54%-408.4pp | 31.27%-19.1pp |
| Employer contribution / active EE | $13,955 | $4,074+242.6% | $4,932+182.9% | $2,728+411.6% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $1 | $334-99.8% | $12,993-100.0% | $433-99.9% |