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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $181,933 |
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 | $549,471 | $120,450+356.2% | $159,495+244.5% | $93,010+490.8% |
| Participation rate | 97.9% | 78.0%+20.0pp | 82.8%+15.1pp | 73.9%+24.0pp |
| Annual return | 15.01% | 27.11%-12.1pp | 263.72%-248.7pp | 158.70%-143.7pp |
| Employer contribution / active EE | $12,347 | $3,526+250.2% | $4,831+155.6% | $2,705+356.4% |
| Participant deferral / active EE | $11,887 | $7,283+63.2% | $7,354+61.7% | $4,561+160.6% |
| Admin fee / account holder | $76 | $137-44.5% | $10,804-99.3% | $152-50.0% |