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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 28 · EIN 23-1945930 | Investment Management | $43,813 |
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 | $563,459 | $84,507+566.8% | $125,401+349.3% | $66,954+741.6% |
| Participation rate | 89.6% | 76.4%+13.2pp | 82.4%+7.2pp | 69.8%+19.8pp |
| Annual return | -13.21% | -8.51%-4.7pp | 572.53%-585.7pp | 1.57%-14.8pp |
| Employer contribution / active EE | $25,339 | $3,554+612.9% | $4,816+426.2% | $2,545+895.7% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $253 | $685-63.0% | $10,008-97.5% | $594-57.3% |