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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $900 |
Service code 99 | Other Fees | $0 |
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 | $1,170,865 | $101,539+1053.1% | $147,041+696.3% | $74,400+1473.7% |
| Participation rate | 96.5% | 75.5%+21.0pp | 82.2%+14.3pp | 67.2%+29.3pp |
| Annual return | 13.27% | 8740.84%-8727.6pp | 419.21%-405.9pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $45,201 | $3,811+1086.0% | $4,935+815.9% | $2,624+1622.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5 | $1,749-99.7% | $13,006-100.0% | $1,944-99.7% |