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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,389 |
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 | $323,540 | $64,919+398.4% | $392,568-17.6% | $65,186+396.3% |
| Participation rate | 99.2% | 72.0%+27.2pp | 78.1%+21.1pp | 70.2%+29.0pp |
| Annual return | 18.15% | 26.09%-7.9pp | 24.42%-6.3pp | 29.39%-11.2pp |
| Employer contribution / active EE | $14,962 | $2,374+530.2% | $3,783+295.5% | $2,177+587.4% |
| Participant deferral / active EE | $0 | $3,668-100.0% | $5,985-100.0% | $3,514-100.0% |
| Admin fee / account holder | $49 | $634-92.3% | $6,260-99.2% | $847-94.3% |