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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,129 |
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 | $159,851 | $58,320+174.1% | $86,438+84.9% | $66,938+138.8% |
| Participation rate | 99.0% | 78.6%+20.4pp | 80.3%+18.7pp | 69.8%+29.2pp |
| Annual return | -20.04% | -9.71%-10.3pp | 4397.19%-4417.2pp | 1.58%-21.6pp |
| Employer contribution / active EE | $13,011 | $2,615+397.5% | $3,769+245.2% | $2,545+411.2% |
| Participant deferral / active EE | $12,739 | $6,899+84.7% | $6,952+83.2% | $4,238+200.6% |
| Admin fee / account holder | $118 | $546-78.4% | $6,733-98.3% | $594-80.2% |