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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,557 |
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 | $322,928 | $80,138+303.0% | $130,231+148.0% | $71,511+351.6% |
| Participation rate | 98.6% | 71.0%+27.6pp | 76.3%+22.3pp | 67.9%+30.7pp |
| Annual return | 14.79% | 16.81%-2.0pp | 38.86%-24.1pp | 28.86%-14.1pp |
| Employer contribution / active EE | $18,517 | $2,834+553.4% | $4,126+348.8% | $2,589+615.2% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,291-100.0% |
| Admin fee / account holder | $49 | $1,035-95.3% | $6,020-99.2% | $1,588-96.9% |