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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $650 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,151,452 | $99,957+1051.9% | $149,751+668.9% | $73,501+1466.6% |
| Participation rate | 97.6% | 75.7%+21.9pp | 82.5%+15.1pp | 70.7%+26.9pp |
| Annual return | 12.06% | 53.87%-41.8pp | 276.71%-264.7pp | 28.51%-16.5pp |
| Employer contribution / active EE | $36,290 | $3,191+1037.2% | $4,646+681.1% | $2,270+1498.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $551-99.3% | $9,312-100.0% | $513-99.3% |