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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $30,193 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $845 |
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 | $353,509 | $95,274+271.0% | $135,903+160.1% | $74,419+375.0% |
| Participation rate | 82.9% | 78.2%+4.7pp | 81.9%+1.0pp | 70.7%+12.2pp |
| Annual return | 16.36% | 32.77%-16.4pp | 68.23%-51.9pp | 34.38%-18.0pp |
| Employer contribution / active EE | $23,490 | $3,874+506.3% | $4,856+383.7% | $2,637+790.7% |
| Participant deferral / active EE | $5,610 | $7,782-27.9% | $7,758-27.7% | $4,528+23.9% |
| Admin fee / account holder | $87 | $266-67.4% | $10,762-99.2% | $348-75.1% |