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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,102,462 | $91,480+1105.1% | $135,998+710.6% | $71,535+1441.2% |
| Participation rate | 91.0% | 75.7%+15.4pp | 81.9%+9.1pp | 67.9%+23.1pp |
| Annual return | 17.39% | 29.89%-12.5pp | 68.37%-51.0pp | 28.97%-11.6pp |
| Employer contribution / active EE | $40,807 | $3,705+1001.3% | $4,860+739.7% | $2,590+1475.6% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,761-100.0% | $4,292-100.0% |
| Admin fee / account holder | $5 | $1,267-99.6% | $10,769-100.0% | $1,589-99.7% |