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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $49,694 |
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 | $107,270 | $39,038+174.8% | $98,864+8.5% | $86,821+23.6% |
| Participation rate | 100.0% | 68.2%+31.8pp | 65.7%+34.3pp | 72.3%+27.7pp |
| Annual return | 11.90% | 25.86%-14.0pp | 50.03%-38.1pp | 97.94%-86.0pp |
| Employer contribution / active EE | $3,082 | $1,231+150.4% | $2,070+48.9% | $2,406+28.1% |
| Participant deferral / active EE | $7,761 | $2,581+200.7% | $3,037+155.5% | $4,132+87.8% |
| Admin fee / account holder | $74 | $126-41.5% | $4,080-98.2% | $170-56.6% |