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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,890 |
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 | $379,034 | $82,130+361.5% | $453,569-16.4% | $79,391+377.4% |
| Participation rate | 98.7% | 73.4%+25.3pp | 78.0%+20.6pp | 70.7%+27.9pp |
| Annual return | 10.22% | 345.31%-335.1pp | 64.43%-54.2pp | 116.88%-106.7pp |
| Employer contribution / active EE | $15,661 | $2,659+489.1% | $4,072+284.6% | $2,428+545.1% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,211-100.0% | $4,046-100.0% |
| Admin fee / account holder | $48 | $531-90.9% | $11,214-99.6% | $627-92.3% |