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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,142 |
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 | $72,290+604.0% | $260,467+95.4% | $69,733+629.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 80.5%+19.5pp | 62.5%+37.5pp |
| Annual return | 11.88% | 15.52%-3.6pp | 100.60%-88.7pp | 15.22%-3.3pp |
| Employer contribution / active EE | $25,252 | $2,277+1008.8% | $4,239+495.8% | $2,250+1022.2% |
| Participant deferral / active EE | $0 | $3,176-100.0% | $6,319-100.0% | $3,054-100.0% |
| Admin fee / account holder | $36 | $6,687-99.5% | $15,461-99.8% | $3,102-98.8% |