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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,795 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $413,791 | $84,493+389.7% | $125,381+230.0% | $66,938+518.2% |
| Participation rate | 98.9% | 76.4%+22.4pp | 82.4%+16.5pp | 69.8%+29.0pp |
| Annual return | -15.20% | -8.49%-6.7pp | 572.31%-587.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $14,300 | $3,554+302.4% | $4,815+197.0% | $2,545+461.8% |
| Participant deferral / active EE | $10,420 | $6,783+53.6% | $7,448+39.9% | $4,238+145.8% |
| Admin fee / account holder | $105 | $685-84.6% | $10,007-98.9% | $594-82.3% |