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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $280,694 | $104,336+169.0% | $159,495+76.0% | $86,828+223.3% |
| Participation rate | 90.1% | 77.7%+12.4pp | 82.8%+7.3pp | 72.3%+17.8pp |
| Annual return | 11.24% | 26.32%-15.1pp | 263.72%-252.5pp | 97.95%-86.7pp |
| Employer contribution / active EE | $11,268 | $3,451+226.5% | $4,831+133.2% | $2,406+368.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $1 | $172-99.1% | $10,804-100.0% | $170-99.1% |