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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,564 |
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 | $294,887 | $130,294+126.3% | $170,057+73.4% | $71,529+312.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 21.22% | 20.36%+0.9pp | 53.42%-32.2pp | 28.97%-7.7pp |
| Employer contribution / active EE | $9,022 | $4,385+105.8% | $6,790+32.9% | $2,590+248.4% |
| Participant deferral / active EE | $17,288 | $6,928+149.6% | $10,411+66.1% | $4,291+302.9% |
| Admin fee / account holder | $34 | $966-96.5% | $12,826-99.7% | $1,588-97.8% |