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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,624 |
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 | $311,582 | $86,341+260.9% | $125,192+148.9% | $65,185+378.0% |
| Participation rate | 97.3% | 75.3%+22.0pp | 79.8%+17.5pp | 70.2%+27.1pp |
| Annual return | 4.63% | 27.44%-22.8pp | 43.79%-39.2pp | 29.38%-24.8pp |
| Employer contribution / active EE | $15,710 | $2,040+670.3% | $3,866+306.4% | $2,177+621.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $24 | $609-96.0% | $9,704-99.8% | $847-97.2% |