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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 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 | $84,495 | $95,417-11.4% | $135,974-37.9% | $74,460+13.5% |
| Participation rate | 87.8% | 78.2%+9.6pp | 81.9%+5.9pp | 70.7%+17.1pp |
| Annual return | 16.71% | 32.76%-16.0pp | 68.30%-51.6pp | 34.38%-17.7pp |
| Employer contribution / active EE | $13,514 | $3,878+248.5% | $4,859+178.1% | $2,638+412.3% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1 | $266-99.8% | $10,767-100.0% | $348-99.8% |