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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,393 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $252,235 | $101,591+148.3% | $147,096+71.5% | $74,429+238.9% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.3pp |
| Annual return | 12.31% | 8746.45%-8734.1pp | 419.75%-407.4pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $19,340 | $7,302+164.8% | $8,071+139.6% | $4,348+344.8% |
| Admin fee / account holder | $72 | $1,750-95.9% | $13,005-99.5% | $1,944-96.3% |