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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD Service code 28 P.O. BOX 709 · VALLEY FORGE, PA 194820709 | Investment Management | $38,820 |
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 | $1,274,204 | $79,438+1504.0% | $106,554+1095.8% | $79,395+1504.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 159.17% | 18.27%+140.9pp | 26.80%+132.4pp | 116.90%+42.3pp |
| Employer contribution / active EE | $5,392 | $2,235+141.3% | $2,819+91.2% | $2,428+122.1% |
| Participant deferral / active EE | $0 | $3,824-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $133 | $523-74.7% | $7,408-98.2% | $626-78.8% |