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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 13 · EIN 23-1945930 | Contract Administrator | $100,775 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,027 | $64,612+364.4% | $86,436+247.1% | $64,808+362.9% |
| Participation rate | 97.9% | 81.5%+16.4pp | 80.3%+17.5pp | 71.5%+26.4pp |
| Annual return | -14.80% | 0.66%-15.5pp | 4394.89%-4409.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $15,788 | $2,744+475.3% | $3,769+318.9% | $2,506+530.1% |
| Participant deferral / active EE | $17,459 | $7,497+132.9% | $6,952+151.1% | $4,310+305.0% |
| Admin fee / account holder | $115 | $169-31.8% | $6,731-98.3% | $188-38.6% |