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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,994 |
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 | $611,091 | $88,360+591.6% | $145,433+320.2% | $67,986+798.9% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 14.92% | 63.15%-48.2pp | 66.58%-51.7pp | 31.67%-16.7pp |
| Employer contribution / active EE | $18,684 | $3,054+511.8% | $4,554+310.2% | $2,019+825.6% |
| Participant deferral / active EE | $15,909 | $5,932+168.2% | $7,897+101.4% | $3,358+373.7% |
| Admin fee / account holder | $112 | $3,313-96.6% | $13,129-99.2% | $3,203-96.5% |