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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,566 |
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 | $330,224 | $75,183+339.2% | $123,894+166.5% | $55,167+498.6% |
| Participation rate | 97.0% | 72.8%+24.2pp | 81.4%+15.6pp | 69.0%+28.0pp |
| Annual return | 7.83% | 19.01%-11.2pp | 47.52%-39.7pp | 169.23%-161.4pp |
| Employer contribution / active EE | $12,039 | $2,823+326.4% | $4,617+160.8% | $1,963+513.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $21 | $663-96.9% | $8,357-99.8% | $504-95.9% |