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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,426 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $288,572 | $65,820+338.4% | $108,745+165.4% | $57,658+400.5% |
| Participation rate | 90.2% | 72.7%+17.5pp | 77.7%+12.6pp | 70.2%+20.0pp |
| Annual return | 6.27% | 21.32%-15.1pp | 46.22%-40.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $11,586 | $2,285+407.0% | $3,323+248.6% | $1,974+487.0% |
| Participant deferral / active EE | $0 | $3,578-100.0% | $5,121-100.0% | $3,061-100.0% |
| Admin fee / account holder | $49 | $91-46.7% | $6,144-99.2% | $95-48.7% |