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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $38,672 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,183 | $86,655-32.9% | $119,609-51.4% | $66,914-13.0% |
| Participation rate | 98.8% | 75.6%+23.2pp | 79.3%+19.5pp | 69.8%+29.0pp |
| Annual return | -21.11% | -8.00%-13.1pp | -14.97%-6.1pp | 1.58%-22.7pp |
| Employer contribution / active EE | $831 | $2,536-67.2% | $4,232-80.4% | $2,544-67.3% |
| Participant deferral / active EE | $4,745 | $4,358+8.9% | $5,602-15.3% | $4,237+12.0% |
| Admin fee / account holder | $118 | $755-84.3% | $10,323-98.9% | $593-80.1% |