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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,174 |
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 | $114,571 | $106,247+7.8% | $147,096-22.1% | $77,714+47.4% |
| Participation rate | 94.7% | 78.4%+16.3pp | 82.2%+12.5pp | 70.6%+24.1pp |
| Annual return | 13.20% | 56.87%-43.7pp | 419.75%-406.6pp | 31.26%-18.1pp |
| Employer contribution / active EE | $4,209 | $4,069+3.4% | $4,936-14.7% | $2,727+54.4% |
| Participant deferral / active EE | $4,437 | $7,996-44.5% | $8,071-45.0% | $4,649-4.6% |
| Admin fee / account holder | $52 | $338-84.5% | $13,005-99.6% | $433-87.9% |