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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,262 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,920 | $121,341+17.8% | $189,513-24.6% | $79,386+80.0% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.8%+6.6pp | 70.7%+23.7pp |
| Annual return | 12.03% | 21.08%-9.1pp | 555.15%-543.1pp | 116.85%-104.8pp |
| Employer contribution / active EE | $2,201 | $3,915-43.8% | $6,162-64.3% | $2,427-9.3% |
| Participant deferral / active EE | $6,340 | $6,395-0.9% | $8,221-22.9% | $4,046+56.7% |
| Admin fee / account holder | $15 | $651-97.7% | $12,045-99.9% | $626-97.6% |