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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 | $101,539+148.4% | $147,041+71.5% | $74,400+239.0% |
| Participation rate | 89.5% | 75.5%+14.0pp | 82.2%+7.4pp | 67.2%+22.3pp |
| Annual return | 12.31% | 8740.84%-8728.5pp | 419.21%-406.9pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $19,340 | $7,304+164.8% | $8,071+139.6% | $4,348+344.8% |
| Admin fee / account holder | $72 | $1,749-95.9% | $13,006-99.5% | $1,944-96.3% |