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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,900 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,164 | $106,028+135.9% | $146,958+70.2% | $77,643+222.2% |
| Participation rate | 98.5% | 78.4%+20.1pp | 82.2%+16.3pp | 70.6%+27.9pp |
| Annual return | 14.62% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $10,870 | $4,063+167.5% | $4,933+120.3% | $2,726+298.8% |
| Participant deferral / active EE | $11,758 | $7,990+47.2% | $8,070+45.7% | $4,647+153.0% |
| Admin fee / account holder | $67 | $337-80.1% | $12,998-99.5% | $430-84.4% |