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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,888 |
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 | $200,376 | $102,317+95.8% | $146,958+36.3% | $80,856+147.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 11.57% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,776 | $3,713+109.4% | $4,933+57.6% | $2,755+182.3% |
| Participant deferral / active EE | $15,497 | $6,644+133.3% | $8,070+92.0% | $4,296+260.7% |
| Admin fee / account holder | $32 | $7,941-99.6% | $12,998-99.8% | $6,918-99.5% |