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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,509 |
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 | $258,026 | $102,661+151.3% | $151,645+70.2% | $66,949+285.4% |
| Participation rate | 96.4% | 85.5%+10.9pp | 87.5%+8.9pp | 69.8%+26.6pp |
| Annual return | -16.40% | -10.81%-5.6pp | 3.34%-19.7pp | 1.57%-18.0pp |
| Employer contribution / active EE | $14,156 | $4,184+238.3% | $6,165+129.6% | $2,545+456.1% |
| Participant deferral / active EE | $14,321 | $6,645+115.5% | $8,363+71.2% | $4,239+237.8% |
| Admin fee / account holder | $37 | $630-94.2% | $11,614-99.7% | $594-93.8% |