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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,308 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,650 | $84,499+462.9% | $125,391+279.3% | $66,949+610.5% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | -20.40% | -8.49%-11.9pp | 572.41%-592.8pp | 1.57%-22.0pp |
| Employer contribution / active EE | $17,686 | $3,554+397.7% | $4,816+267.3% | $2,545+594.8% |
| Participant deferral / active EE | $14,073 | $6,785+107.4% | $7,448+88.9% | $4,239+232.0% |
| Admin fee / account holder | $16 | $685-97.7% | $10,009-99.8% | $594-97.4% |