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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 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 | $72,554 | $104,336-30.5% | $159,495-54.5% | $86,828-16.4% |
| Participation rate | 89.7% | 77.7%+12.0pp | 82.8%+6.8pp | 72.3%+17.4pp |
| Annual return | 12.81% | 26.32%-13.5pp | 263.72%-250.9pp | 97.95%-85.1pp |
| Employer contribution / active EE | $12,125 | $3,451+251.3% | $4,831+151.0% | $2,406+403.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $172-99.6% | $10,804-100.0% | $170-99.6% |