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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,791 |
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 | $327,029 | $104,336+213.4% | $159,495+105.0% | $86,828+276.6% |
| Participation rate | 93.1% | 77.7%+15.4pp | 82.8%+10.3pp | 72.3%+20.8pp |
| Annual return | 12.53% | 26.32%-13.8pp | 263.72%-251.2pp | 97.95%-85.4pp |
| Employer contribution / active EE | $3,593 | $3,451+4.1% | $4,831-25.6% | $2,406+49.3% |
| Participant deferral / active EE | $9,608 | $6,837+40.5% | $7,354+30.7% | $4,132+132.5% |
| Admin fee / account holder | $132 | $172-23.1% | $10,804-98.8% | $170-21.9% |