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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $99,108 |
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 | $395,883 | $100,801+292.7% | $149,751+164.4% | $73,415+439.2% |
| Participation rate | 98.6% | 77.7%+20.9pp | 82.5%+16.1pp | 72.2%+26.4pp |
| Annual return | 14.86% | 265.34%-250.5pp | 276.71%-261.8pp | 59.30%-44.4pp |
| Employer contribution / active EE | $13,572 | $3,312+309.8% | $4,646+192.1% | $2,234+507.6% |
| Participant deferral / active EE | $12,005 | $6,404+87.5% | $6,843+75.4% | $3,806+215.4% |
| Admin fee / account holder | $71 | $181-60.9% | $9,312-99.2% | $158-55.2% |