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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $24,795 |
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 | $310,734 | $121,341+156.1% | $189,545+63.9% | $79,389+291.4% |
| Participation rate | 99.4% | 86.1%+13.3pp | 87.8%+11.6pp | 70.7%+28.7pp |
| Annual return | 15.66% | 21.08%-5.4pp | 555.36%-539.7pp | 116.89%-101.2pp |
| Employer contribution / active EE | $9,113 | $3,915+132.8% | $6,162+47.9% | $2,428+275.3% |
| Participant deferral / active EE | $14,294 | $6,395+123.5% | $8,220+73.9% | $4,046+253.3% |
| Admin fee / account holder | $98 | $651-84.9% | $12,049-99.2% | $626-84.3% |