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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,390 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,913 | $70,002+337.0% | $115,038+165.9% | $52,331+484.6% |
| Participation rate | 94.1% | 72.1%+22.0pp | 81.4%+12.7pp | 68.1%+26.0pp |
| Annual return | 0.02% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $12,208 | $2,715+349.7% | $4,608+164.9% | $1,882+548.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $7 | $566-98.7% | $8,175-99.9% | $592-98.8% |