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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $10,075 |
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 | $334,533 | $122,063+174.1% | $184,256+81.6% | $74,478+349.2% |
| Participation rate | 99.4% | 85.5%+14.0pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 15.80% | 19.92%-4.1pp | 28.85%-13.0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $10,422 | $4,539+129.6% | $6,427+62.1% | $2,626+296.8% |
| Participant deferral / active EE | $18,559 | $7,144+159.8% | $9,133+103.2% | $4,350+326.6% |
| Admin fee / account holder | $36 | $1,253-97.1% | $13,899-99.7% | $1,946-98.2% |