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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,206 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,401 | $71,192+375.3% | $117,861+187.1% | $62,293+443.2% |
| Participation rate | 98.6% | 74.2%+24.3pp | 79.7%+18.9pp | 69.5%+29.0pp |
| Annual return | 9.49% | 18.66%-9.2pp | 335.11%-325.6pp | 28.90%-19.4pp |
| Employer contribution / active EE | $13,932 | $1,934+620.4% | $3,786+268.0% | $2,042+582.2% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $23 | $587-96.0% | $8,021-99.7% | $479-95.2% |