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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,784 |
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 | $327,063 | $89,225+266.6% | $133,698+144.6% | $74,478+339.1% |
| Participation rate | 97.4% | 69.4%+28.0pp | 76.4%+21.0pp | 67.2%+30.2pp |
| Annual return | 10.89% | 22.76%-11.9pp | 580.90%-570.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $18,781 | $2,816+567.0% | $4,218+345.3% | $2,626+615.1% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,016-100.0% | $4,350-100.0% |
| Admin fee / account holder | $49 | $1,545-96.8% | $6,703-99.3% | $1,946-97.5% |