| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $242,206 |
Participant contribution per participant 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 | $58,497 | $48,835+19.8% | $170,435-65.7% | $177,276-67.0% |
| Participation rate | 96.8% | 72.1%+24.7pp | 83.6%+13.2pp | 74.8%+22.0pp |
| Annual return | 17.17% | 19.44%-2.3pp | 205.94%-188.8pp | 21.25%-4.1pp |
| Employer contribution / active EE | $3,308 | $1,798+83.9% | $5,432-39.1% | $2,479+33.4% |
| Participant deferral / active EE | $792 | $2,757-71.3% | $4,939-84.0% | $3,881-79.6% |
| Admin fee / account holder | $25 | $52-52.4% | $13,881-99.8% | $154-84.0% |