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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,958 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $497,878 | $99,957+398.1% | $149,730+232.5% | $73,493+577.5% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 12.26% | 53.87%-41.6pp | 276.70%-264.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $13,166 | $3,191+312.6% | $4,645+183.4% | $2,270+480.0% |
| Participant deferral / active EE | $8,207 | $6,073+35.2% | $6,843+19.9% | $3,740+119.5% |
| Admin fee / account holder | $101 | $551-81.7% | $9,310-98.9% | $513-80.3% |