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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,615 |
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 | $251,626 | $89,652+180.7% | $141,200+78.2% | $65,188+286.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.25% | 32.79%-11.5pp | 71.41%-50.2pp | 29.38%-8.1pp |
| Employer contribution / active EE | $11,297 | $3,065+268.6% | $4,736+138.5% | $2,177+419.0% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $83 | $569-85.4% | $10,265-99.2% | $847-90.2% |