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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,910 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $985 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,095 | $101,317+258.4% | $146,958+147.1% | $74,495+387.4% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | 12.83% | 8730.91%-8718.1pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $28,108 | $3,810+637.7% | $4,933+469.8% | $2,623+971.6% |
| Participant deferral / active EE | $9,430 | $7,303+29.1% | $8,070+16.8% | $4,346+117.0% |
| Admin fee / account holder | $96 | $1,739-94.5% | $12,998-99.3% | $1,942-95.1% |