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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $4,513 |
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 | $227,699 | $65,125+249.6% | $143,797+58.3% | $66,949+240.1% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -18.68% | -11.13%-7.6pp | -0.04%-18.6pp | 1.57%-20.3pp |
| Employer contribution / active EE | $9,208 | $2,362+289.8% | $4,952+85.9% | $2,545+261.8% |
| Participant deferral / active EE | $8,492 | $2,920+190.8% | $5,638+50.6% | $4,239+100.3% |
| Admin fee / account holder | $29 | $503-94.3% | $14,679-99.8% | $594-95.2% |