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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,257 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,153 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,996 | $104,479+301.0% | $159,474+162.7% | $79,391+427.8% |
| Participation rate | 85.5% | 76.6%+8.9pp | 82.8%+2.7pp | 70.7%+14.8pp |
| Annual return | 10.90% | 67.98%-57.1pp | 263.68%-252.8pp | 116.88%-106.0pp |
| Employer contribution / active EE | $17,439 | $3,417+410.3% | $4,831+261.0% | $2,428+618.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $90 | $711-87.3% | $10,802-99.2% | $627-85.6% |