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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,115 |
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 | $347,296 | $61,166+467.8% | $185,849+86.9% | $79,391+337.5% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 14.49% | 19.45%-5.0pp | 122.10%-107.6pp | 116.88%-102.4pp |
| Employer contribution / active EE | $11,568 | $2,321+398.4% | $5,169+123.8% | $2,428+376.5% |
| Participant deferral / active EE | $9,465 | $2,789+239.4% | $5,569+70.0% | $4,046+133.9% |
| Admin fee / account holder | $52 | $710-92.7% | $16,244-99.7% | $627-91.8% |