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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% | $136,007+132.9% | $77,671+307.8% |
| Participation rate | 98.2% | 74.3%+23.9pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 17.39% | 17.42%0pp | 579.32%-561.9pp | 31.21%-13.8pp |
| Employer contribution / active EE | $16,422 | $3,491+370.5% | $4,215+289.6% | $2,726+502.3% |
| Participant deferral / active EE | $10,148 | $5,591+81.5% | $7,024+44.5% | $4,648+118.3% |
| Admin fee / account holder | $137 | $539-74.6% | $6,858-98.0% | $430-68.2% |