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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,166 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,030,448 | $80,753+1176.0% | $136,298+656.0% | $62,293+1554.2% |
| Participation rate | 98.3% | 73.5%+24.8pp | 81.9%+16.4pp | 69.5%+28.8pp |
| Annual return | 16.28% | 35.83%-19.6pp | 5156.27%-5140.0pp | 28.90%-12.6pp |
| Employer contribution / active EE | $35,092 | $2,884+1116.9% | $4,696+647.3% | $2,042+1618.3% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $87 | $525-83.5% | $9,244-99.1% | $479-81.9% |