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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,834 |
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 | $495,527 | $89,652+452.7% | $141,191+251.0% | $65,185+660.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 20.98% | 32.79%-11.8pp | 71.41%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $14,634 | $3,065+377.5% | $4,736+209.0% | $2,177+572.3% |
| Participant deferral / active EE | $8,601 | $5,691+51.1% | $6,710+28.2% | $3,514+144.8% |
| Admin fee / account holder | $101 | $569-82.2% | $10,264-99.0% | $847-88.0% |