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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $51,864 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,809 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,198 | $98,941+224.6% | $93,765+242.6% | $66,954+379.7% |
| Participation rate | 95.4% | 82.1%+13.3pp | 81.0%+14.4pp | 69.8%+25.6pp |
| Annual return | -14.24% | -14.59%+0.3pp | -11.32%-2.9pp | 1.57%-15.8pp |
| Employer contribution / active EE | $8,341 | $4,769+74.9% | $4,327+92.7% | $2,545+227.7% |
| Participant deferral / active EE | $11,380 | $6,689+70.1% | $6,099+86.6% | $4,239+168.4% |
| Admin fee / account holder | $134 | $476-71.8% | $7,184-98.1% | $594-77.4% |