| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $30,854 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,172 | $71,666+249.1% | $117,861+112.3% | $69,634+259.3% |
| Participation rate | 99.8% | 77.5%+22.3pp | 79.7%+20.2pp | 70.7%+29.2pp |
| Annual return | 11.28% | 18.86%-7.6pp | 335.11%-323.8pp | 27572.26%-27561.0pp |
| Employer contribution / active EE | $10,417 | $1,889+451.4% | $3,786+175.1% | $2,032+412.6% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $32 | $120-73.8% | $8,021-99.6% | $110-71.4% |