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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $250,472 | $88,122+184.2% | $141,200+77.4% | $67,584+270.6% |
| Participation rate | 90.3% | 76.5%+13.9pp | 82.5%+7.9pp | 71.3%+19.1pp |
| Annual return | 19.46% | 75.40%-55.9pp | 71.41%-51.9pp | 378.59%-359.1pp |
| Employer contribution / active EE | $10,333 | $3,224+220.5% | $4,736+118.2% | $2,148+381.1% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $1 | $131-99.0% | $10,265-100.0% | $142-99.1% |