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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ 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 | $285,518 | $106,247+168.7% | $147,096+94.1% | $77,714+267.4% |
| Participation rate | 90.7% | 78.4%+12.3pp | 82.2%+8.5pp | 70.6%+20.1pp |
| Annual return | 11.49% | 56.87%-45.4pp | 419.75%-408.3pp | 31.26%-19.8pp |
| Employer contribution / active EE | $11,750 | $4,069+188.7% | $4,936+138.0% | $2,727+330.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $1 | $338-99.6% | $13,005-100.0% | $433-99.7% |