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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,000 |
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 | $1,261,353 | $104,482+1107.2% | $159,455+691.0% | $79,393+1488.8% |
| Participation rate | 97.5% | 76.6%+20.9pp | 82.8%+14.7pp | 70.7%+26.8pp |
| Annual return | 16.16% | 67.96%-51.8pp | 263.63%-247.5pp | 116.87%-100.7pp |
| Employer contribution / active EE | $39,773 | $3,416+1064.2% | $4,830+723.4% | $2,428+1538.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $711-99.2% | $10,800-99.9% | $627-99.0% |