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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,792 |
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 | $337,334 | $66,302+408.8% | $110,243+206.0% | $56,289+499.3% |
| Participation rate | 98.1% | 74.9%+23.2pp | 79.8%+18.3pp | 69.9%+28.2pp |
| Annual return | 9.91% | -1.18%+11.1pp | 314.76%-304.9pp | -9.96%+19.9pp |
| Employer contribution / active EE | $13,478 | $2,047+558.4% | $3,827+252.2% | $2,111+538.4% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $20 | $698-97.2% | $8,548-99.8% | $521-96.2% |