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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,445 |
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 | $380,814 | $75,183+406.5% | $123,894+207.4% | $55,167+590.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.51% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $11,676 | $2,823+313.5% | $4,617+152.9% | $1,963+494.9% |
| Participant deferral / active EE | $7,865 | $5,084+54.7% | $5,984+31.4% | $3,054+157.5% |
| Admin fee / account holder | $96 | $663-85.4% | $8,357-98.8% | $504-80.9% |