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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $600 |
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 | $252,171 | $95,417+164.3% | $135,974+85.5% | $74,460+238.7% |
| Participation rate | 90.5% | 78.2%+12.3pp | 81.9%+8.6pp | 70.7%+19.8pp |
| Annual return | 15.40% | 32.76%-17.4pp | 68.30%-52.9pp | 34.38%-19.0pp |
| Employer contribution / active EE | $12,573 | $3,878+224.2% | $4,859+158.8% | $2,638+376.6% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2 | $266-99.4% | $10,767-100.0% | $348-99.5% |