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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,875 |
ARONSON LLC1 year Filed as: ARONSON, LLC Service code 10 · EIN 37-1611326 | Accounting | $12,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,790 | $104,336+189.2% | $159,495+89.2% | $86,828+247.6% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.2pp | 72.3%+26.7pp |
| Annual return | 13.05% | 26.32%-13.3pp | 263.72%-250.7pp | 97.95%-84.9pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $47 | $172-72.8% | $10,804-99.6% | $170-72.4% |