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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 | $67,595+652.9% | $186,193+173.3% | $64,340+691.0% |
| Participation rate | 100.0% | 51.9%+48.1pp | 77.1%+22.9pp | 55.2%+44.8pp |
| Annual return | 11.88% | 17.46%-5.6pp | 78.03%-66.1pp | 24.14%-12.3pp |
| Employer contribution / active EE | $25,252 | $1,513+1569.2% | $3,918+544.5% | $1,862+1256.4% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $6,513-100.0% | $2,980-100.0% |
| Admin fee / account holder | $36 | $5,311-99.3% | $11,058-99.7% | $3,703-99.0% |