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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,178 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,919 |
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 | $345,741 | $101,878+239.4% | $112,504+207.3% | $71,535+383.3% |
| Participation rate | 95.1% | 82.1%+13.0pp | 80.6%+14.5pp | 67.9%+27.2pp |
| Annual return | 15.33% | 28.92%-13.6pp | 34.13%-18.8pp | 28.97%-13.6pp |
| Employer contribution / active EE | $9,294 | $4,743+95.9% | $4,571+103.3% | $2,590+258.8% |
| Participant deferral / active EE | $12,207 | $6,771+80.3% | $6,522+87.2% | $4,292+184.4% |
| Admin fee / account holder | $133 | $1,393-90.5% | $7,048-98.1% | $1,589-91.7% |