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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,173 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,929 | $70,002+385.6% | $115,038+195.5% | $52,331+549.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | -0.75% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $12,159 | $2,715+347.9% | $4,608+163.9% | $1,882+546.2% |
| Participant deferral / active EE | $7,982 | $4,920+62.2% | $6,026+32.4% | $3,022+164.1% |
| Admin fee / account holder | $98 | $566-82.7% | $8,175-98.8% | $592-83.5% |