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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,645 |
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 | $333,179 | $104,336+219.3% | $159,495+108.9% | $86,828+283.7% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.8%+16.1pp | 72.3%+26.6pp |
| Annual return | 16.56% | 26.32%-9.8pp | 263.72%-247.2pp | 97.95%-81.4pp |
| Employer contribution / active EE | $8,085 | $3,451+134.3% | $4,831+67.3% | $2,406+236.0% |
| Participant deferral / active EE | $10,688 | $6,837+56.3% | $7,354+45.3% | $4,132+158.7% |
| Admin fee / account holder | $8 | $172-95.3% | $10,804-99.9% | $170-95.2% |