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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,298 |
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 | $74,438 | $129,227-42.4% | $184,256-59.6% | $77,762-4.3% |
| Participation rate | 99.8% | 87.4%+12.4pp | 86.8%+12.9pp | 70.6%+29.2pp |
| Annual return | 12.08% | 33.24%-21.2pp | 28.85%-16.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $3,788 | $4,412-14.1% | $6,427-41.1% | $2,728+38.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $43 | $256-83.2% | $13,899-99.7% | $433-90.1% |