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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,400 |
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 | $486,834 | $80,753+502.9% | $136,298+257.2% | $62,293+681.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.60% | 35.83%-18.2pp | 5156.27%-5138.7pp | 28.90%-11.3pp |
| Employer contribution / active EE | $15,868 | $2,884+450.3% | $4,696+237.9% | $2,042+677.0% |
| Participant deferral / active EE | $12,728 | $5,164+146.5% | $6,247+103.7% | $3,169+301.6% |
| Admin fee / account holder | $4 | $525-99.2% | $9,244-100.0% | $479-99.1% |