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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $60,345 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,827 | $78,275-40.2% | $109,188-57.1% | $86,821-46.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.06% | 19.14%-8.1pp | 25.76%-14.7pp | 97.94%-86.9pp |
| Employer contribution / active EE | $5,889 | $3,105+89.7% | $3,723+58.2% | $2,406+144.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $62 | $198-68.7% | $6,755-99.1% | $170-63.4% |