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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,962 |
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 | $269,622 | $104,509+158.0% | $159,495+69.0% | $79,395+239.6% |
| Participation rate | 87.3% | 76.6%+10.7pp | 82.8%+4.5pp | 70.7%+16.6pp |
| Annual return | 14.88% | 67.99%-53.1pp | 263.72%-248.8pp | 116.90%-102.0pp |
| Employer contribution / active EE | $11,043 | $3,417+223.2% | $4,831+128.6% | $2,428+354.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $46 | $711-93.5% | $10,804-99.6% | $626-92.6% |