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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,008 |
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 | $476,492 | $81,248+486.5% | $155,509+206.4% | $80,856+489.3% |
| Participation rate | 96.8% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 13.05% | 33.31%-20.3pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $7,535 | $3,100+143.0% | $4,672+61.3% | $2,755+173.5% |
| Participant deferral / active EE | $19,225 | $3,452+457.0% | $5,626+241.7% | $4,296+347.5% |
| Admin fee / account holder | $15 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |