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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ 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 | $264,154 | $100,801+162.1% | $149,751+76.4% | $73,415+259.8% |
| Participation rate | 91.9% | 77.7%+14.2pp | 82.5%+9.4pp | 72.2%+19.7pp |
| Annual return | 11.31% | 265.34%-254.0pp | 276.71%-265.4pp | 59.30%-48.0pp |
| Employer contribution / active EE | $10,607 | $3,312+220.3% | $4,646+128.3% | $2,234+374.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $1 | $181-99.3% | $9,312-100.0% | $158-99.2% |