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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $475 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $568,973 | $101,317+461.6% | $146,958+287.2% | $74,495+663.8% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.2%+12.0pp | 67.2%+26.9pp |
| Annual return | 15.27% | 8730.91%-8715.6pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $8,947 | $3,810+134.8% | $4,933+81.4% | $2,623+241.1% |
| Participant deferral / active EE | $7,203 | $7,303-1.4% | $8,070-10.7% | $4,346+65.7% |
| Admin fee / account holder | $1 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |