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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,190 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $428,045 | $75,183+469.3% | $123,894+245.5% | $55,167+675.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 8.03% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $15,489 | $2,823+448.6% | $4,617+235.5% | $1,963+689.2% |
| Participant deferral / active EE | $12,219 | $5,084+140.3% | $5,984+104.2% | $3,054+300.1% |
| Admin fee / account holder | $4 | $663-99.4% | $8,357-100.0% | $504-99.2% |