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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 | $101,591+363.6% | $147,096+220.2% | $74,429+532.8% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 13.77% | 8746.45%-8732.7pp | 419.75%-406.0pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $15,106 | $3,813+296.2% | $4,936+206.0% | $2,625+475.5% |
| Participant deferral / active EE | $9,955 | $7,302+36.3% | $8,071+23.3% | $4,348+128.9% |
| Admin fee / account holder | $105 | $1,750-94.0% | $13,005-99.2% | $1,944-94.6% |