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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,837 |
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 | $79,253 | $111,491-28.9% | $189,534-58.2% | $86,828-8.7% |
| Participation rate | 99.7% | 87.3%+12.4pp | 87.8%+11.9pp | 72.3%+27.5pp |
| Annual return | 12.05% | 83.50%-71.4pp | 555.39%-543.3pp | 97.95%-85.9pp |
| Employer contribution / active EE | $2,573 | $3,951-34.9% | $6,162-58.2% | $2,406+6.9% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $38 | $189-80.0% | $12,049-99.7% | $170-77.8% |