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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,182 |
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 | $320,484 | $55,446+478.0% | $155,574+106.0% | $74,429+330.6% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.8pp | 67.2%+27.8pp |
| Annual return | 13.59% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $13,516 | $2,266+496.4% | $4,676+189.1% | $2,625+414.9% |
| Participant deferral / active EE | $10,391 | $2,836+266.4% | $5,629+84.6% | $4,348+139.0% |
| Admin fee / account holder | $52 | $1,743-97.0% | $15,914-99.7% | $1,944-97.3% |