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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $254,419 |
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 | $41,019 | $47,278-13.2% | $124,694-67.1% | $93,010-55.9% |
| Participation rate | 84.4% | 51.1%+33.3pp | 74.6%+9.7pp | 73.9%+10.5pp |
| Annual return | 11.04% | 15.27%-4.2pp | 5144.82%-5133.8pp | 158.70%-147.7pp |
| Employer contribution / active EE | $1,563 | $937+66.7% | $3,325-53.0% | $2,705-42.2% |
| Participant deferral / active EE | $3,057 | $1,786+71.1% | $4,615-33.8% | $4,561-33.0% |
| Admin fee / account holder | $47 | $108-56.2% | $7,495-99.4% | $152-68.7% |