| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,526,401 |
QDRO CONSULTANTS COMPANY, LLC5+ years Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $11,400 |
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 | $80,818 | $58,202+38.9% | $172,757-53.2% | $89,609-9.8% |
| Participation rate | 98.0% | 72.8%+25.1pp | 82.6%+15.3pp | 69.6%+28.4pp |
| Annual return | 20.72% | 61.59%-40.9pp | 803.06%-782.3pp | 33.65%-12.9pp |
| Employer contribution / active EE | $4,998 | $1,759+184.2% | $5,144-2.8% | $2,584+93.4% |
| Participant deferral / active EE | $1,487 | $3,335-55.4% | $5,198-71.4% | $4,222-64.8% |
| Admin fee / account holder | $31 | $53-41.6% | $13,956-99.8% | $72-57.1% |