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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,523 |
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 | $470,961 | $101,499+364.0% | $147,005+220.4% | $74,546+531.8% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 13.77% | 8732.34%-8718.6pp | 418.76%-405.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $15,106 | $3,811+296.4% | $4,934+206.1% | $2,624+475.6% |
| Participant deferral / active EE | $9,955 | $7,304+36.3% | $8,070+23.4% | $4,347+129.0% |
| Admin fee / account holder | $105 | $1,748-94.0% | $13,006-99.2% | $1,944-94.6% |