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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $900 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,102,462 | $91,407+1106.1% | $135,903+711.2% | $71,457+1442.8% |
| Participation rate | 91.0% | 75.7%+15.4pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 17.39% | 29.90%-12.5pp | 68.23%-50.8pp | 28.85%-11.5pp |
| Employer contribution / active EE | $40,807 | $3,703+1001.9% | $4,856+740.3% | $2,588+1477.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |