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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,844 |
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 | $58,840 | $47,180+24.7% | $149,723-60.7% | $74,473-21.0% |
| Participation rate | 94.4% | 63.4%+31.0pp | 78.8%+15.6pp | 70.7%+23.6pp |
| Annual return | -5.96% | 22.75%-28.7pp | 134.50%-140.5pp | 34.36%-40.3pp |
| Employer contribution / active EE | $3,567 | $1,907+87.0% | $4,821-26.0% | $2,638+35.2% |
| Participant deferral / active EE | $6,345 | $2,730+132.4% | $5,682+11.7% | $4,530+40.1% |
| Admin fee / account holder | $89 | $343-74.1% | $13,215-99.3% | $347-74.4% |