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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,217 |
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 | $298,765 | $62,561+377.6% | $105,218+183.9% | $52,331+470.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 77.2%+22.8pp | 68.1%+31.9pp |
| Annual return | -0.79% | 8.71%-9.5pp | 5.33%-6.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $13,177 | $2,137+516.5% | $3,255+304.8% | $1,882+600.3% |
| Participant deferral / active EE | $0 | $3,355-100.0% | $4,867-100.0% | $3,022-100.0% |
| Admin fee / account holder | $49 | $198-75.5% | $6,992-99.3% | $592-91.8% |