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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $801 |
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 | $982,047 | $84,507+1062.1% | $125,401+683.1% | $66,954+1366.7% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -14.58% | -8.51%-6.1pp | 572.53%-587.1pp | 1.57%-16.1pp |
| Employer contribution / active EE | $39,586 | $3,554+1013.8% | $4,816+722.0% | $2,545+1455.5% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $5 | $685-99.3% | $10,008-100.0% | $594-99.2% |