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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,520 |
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 | $43,023 | $27,826+54.6% | $65,566-34.4% | $71,511-39.8% |
| Participation rate | 75.0% | 57.6%+17.4pp | 64.9%+10.1pp | 67.9%+7.1pp |
| Annual return | 14.38% | 41.56%-27.2pp | 47.40%-33.0pp | 28.86%-14.5pp |
| Employer contribution / active EE | $4,018 | $1,405+186.0% | $1,692+137.5% | $2,589+55.2% |
| Participant deferral / active EE | $3,064 | $1,861+64.6% | $2,832+8.2% | $4,291-28.6% |
| Admin fee / account holder | $133 | $3,850-96.5% | $4,114-96.8% | $1,588-91.6% |