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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,874 |
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 | $201,561 | $82,163+145.3% | $125,381+60.8% | $64,819+211.0% |
| Participation rate | 95.5% | 77.9%+17.7pp | 82.4%+13.2pp | 71.5%+24.1pp |
| Annual return | -17.85% | 3.49%-21.3pp | 572.31%-590.2pp | 32.84%-50.7pp |
| Employer contribution / active EE | $8,268 | $3,616+128.6% | $4,815+71.7% | $2,507+229.8% |
| Participant deferral / active EE | $10,265 | $7,175+43.1% | $7,448+37.8% | $4,311+138.1% |
| Admin fee / account holder | $33 | $163-80.0% | $10,007-99.7% | $188-82.6% |