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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,142 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $508,896 | $74,661+581.6% | $160,784+216.5% | $67,986+648.5% |
| Participation rate | 100.0% | 57.1%+42.9pp | 77.0%+23.0pp | 57.2%+42.8pp |
| Annual return | 11.88% | 28.83%-17.0pp | 1803.92%-1792.0pp | 31.67%-19.8pp |
| Employer contribution / active EE | $25,252 | $1,829+1280.7% | $3,733+576.5% | $2,019+1150.9% |
| Participant deferral / active EE | $0 | $3,681-100.0% | $6,293-100.0% | $3,358-100.0% |
| Admin fee / account holder | $36 | $3,959-99.1% | $9,717-99.6% | $3,203-98.9% |