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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,237 |
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 | $590,801 | $101,672+481.1% | $147,117+301.6% | $74,478+693.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.07% | 8757.83%-8740.8pp | 420.54%-403.5pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $18,041 | $3,813+373.1% | $4,932+265.8% | $2,626+587.0% |
| Participant deferral / active EE | $14,996 | $7,305+105.3% | $8,065+85.9% | $4,350+244.7% |
| Admin fee / account holder | $108 | $1,753-93.8% | $12,993-99.2% | $1,946-94.4% |