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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,748 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,059 | $63,114+372.3% | $92,893+220.9% | $65,185+357.3% |
| Participation rate | 99.3% | 68.8%+30.5pp | 76.0%+23.3pp | 70.2%+29.1pp |
| Annual return | 16.37% | 28.75%-12.4pp | 109.41%-93.0pp | 29.38%-13.0pp |
| Employer contribution / active EE | $4,002 | $2,571+55.7% | $3,653+9.6% | $2,177+83.9% |
| Participant deferral / active EE | $7,704 | $3,108+147.9% | $4,236+81.9% | $3,514+119.2% |
| Admin fee / account holder | $21 | $624-96.6% | $5,794-99.6% | $847-97.5% |