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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,900 |
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 | $919,830 | $73,102+1158.3% | $123,553+644.5% | $56,289+1534.1% |
| Participation rate | 98.3% | 74.3%+24.0pp | 82.3%+16.0pp | 69.9%+28.5pp |
| Annual return | -6.36% | 3.01%-9.4pp | 119.21%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $37,113 | $2,977+1146.7% | $4,628+701.9% | $2,111+1658.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $30 | $554-94.7% | $9,284-99.7% | $521-94.3% |