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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,097 |
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 | $89,225 | $49,199+81.4% | $121,210-26.4% | $75,177+18.7% |
| Participation rate | 98.7% | 55.4%+43.3pp | 69.5%+29.2pp | 67.2%+31.5pp |
| Annual return | 9.41% | 56.04%-46.6pp | 987.41%-978.0pp | 160.75%-151.3pp |
| Employer contribution / active EE | $881 | $1,547-43.0% | $4,171-78.9% | $2,671-67.0% |
| Participant deferral / active EE | $0 | $2,630-100.0% | $4,084-100.0% | $4,126-100.0% |
| Admin fee / account holder | $92 | $3,946-97.7% | $5,647-98.4% | $5,651-98.4% |