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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,605 |
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 | $292,390 | $65,125+349.0% | $143,797+103.3% | $66,949+336.7% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -15.18% | -11.13%-4.0pp | -0.04%-15.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $11,850 | $2,362+401.6% | $4,952+139.3% | $2,545+365.6% |
| Participant deferral / active EE | $10,322 | $2,920+253.5% | $5,638+83.1% | $4,239+143.5% |
| Admin fee / account holder | $52 | $503-89.7% | $14,679-99.6% | $594-91.2% |