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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $62,005 |
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 | $453,782 | $129,021+251.7% | $184,203+146.3% | $77,643+484.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 15.57% | 33.27%-17.7pp | 28.81%-13.2pp | 31.24%-15.7pp |
| Employer contribution / active EE | $11,872 | $4,413+169.0% | $6,427+84.7% | $2,726+335.5% |
| Participant deferral / active EE | $15,469 | $7,297+112.0% | $9,131+69.4% | $4,647+232.9% |
| Admin fee / account holder | $129 | $254-49.1% | $13,901-99.1% | $430-70.0% |