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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $62,998 |
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 | $45,658 | $93,010-50.9% | $96,538-52.7% | $74,473-38.7% |
| Participation rate | 89.9% | 71.6%+18.3pp | 74.3%+15.5pp | 70.7%+19.1pp |
| Annual return | 12.40% | 37.50%-25.1pp | 35.74%-23.3pp | 34.36%-22.0pp |
| Employer contribution / active EE | $6,200 | $3,427+80.9% | $3,740+65.8% | $2,638+135.0% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $58 | $633-90.9% | $6,737-99.1% | $347-83.4% |