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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $194,759 |
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 | $419,607 | $101,523+313.3% | $141,200+197.2% | $77,775+439.5% |
| Participation rate | 96.9% | 77.4%+19.6pp | 82.5%+14.5pp | 73.2%+23.7pp |
| Annual return | 22.58% | 56.22%-33.6pp | 71.41%-48.8pp | 32.58%-10.0pp |
| Employer contribution / active EE | $12,019 | $3,341+259.7% | $4,736+153.8% | $2,504+380.0% |
| Participant deferral / active EE | $10,492 | $6,434+63.1% | $6,710+56.4% | $3,966+164.6% |
| Admin fee / account holder | $77 | $92-15.7% | $10,265-99.2% | $100-22.9% |