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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,076 |
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 | $285,059 | $99,957+185.2% | $149,751+90.4% | $73,501+287.8% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 16.08% | 53.87%-37.8pp | 276.71%-260.6pp | 28.51%-12.4pp |
| Employer contribution / active EE | $11,741 | $3,191+267.9% | $4,646+152.7% | $2,270+417.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $118 | $551-78.6% | $9,312-98.7% | $513-77.0% |