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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $65,794 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $14,404 |
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 | $316,730 | $89,588+253.5% | $136,072+132.8% | $77,736+307.4% |
| Participation rate | 98.2% | 74.3%+23.9pp | 76.4%+21.8pp | 70.6%+27.6pp |
| Annual return | 17.39% | 17.42%0pp | 580.46%-563.1pp | 31.26%-13.9pp |
| Employer contribution / active EE | $16,422 | $3,491+370.5% | $4,216+289.6% | $2,728+502.1% |
| Participant deferral / active EE | $10,148 | $5,592+81.5% | $7,028+44.4% | $4,651+118.2% |
| Admin fee / account holder | $137 | $539-74.6% | $6,718-98.0% | $433-68.4% |