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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
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 | $263,955 | $104,475+152.6% | $159,450+65.5% | $79,390+232.5% |
| Participation rate | 97.2% | 76.6%+20.6pp | 82.8%+14.4pp | 70.7%+26.5pp |
| Annual return | 14.70% | 67.95%-53.2pp | 263.60%-248.9pp | 116.86%-102.2pp |
| Employer contribution / active EE | $5,930 | $3,417+73.6% | $4,830+22.8% | $2,428+144.3% |
| Participant deferral / active EE | $8,736 | $6,467+35.1% | $7,352+18.8% | $4,046+115.9% |
| Admin fee / account holder | $1 | $711-99.9% | $10,800-100.0% | $626-99.8% |