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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $60,793 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,650 |
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 | $266,785 | $82,188+224.6% | $125,401+112.7% | $64,829+311.5% |
| Participation rate | 91.6% | 77.9%+13.7pp | 82.4%+9.2pp | 71.5%+20.1pp |
| Annual return | -14.13% | 3.50%-17.6pp | 572.53%-586.7pp | 32.85%-47.0pp |
| Employer contribution / active EE | $3,505 | $3,617-3.1% | $4,816-27.2% | $2,507+39.8% |
| Participant deferral / active EE | $9,673 | $7,177+34.8% | $7,448+29.9% | $4,312+124.3% |
| Admin fee / account holder | $75 | $163-54.1% | $10,008-99.3% | $188-60.1% |