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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,738 |
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 | $401,523 | $73,102+449.3% | $123,552+225.0% | $56,287+613.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.55% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.4pp |
| Employer contribution / active EE | $13,001 | $2,977+336.7% | $4,628+180.9% | $2,111+515.9% |
| Participant deferral / active EE | $8,130 | $5,423+49.9% | $6,426+26.5% | $3,350+142.7% |
| Admin fee / account holder | $103 | $554-81.5% | $9,285-98.9% | $521-80.3% |