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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $930 |
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 | $642,738 | $104,475+515.2% | $159,436+303.1% | $79,386+709.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 14.44% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $17,217 | $3,417+403.9% | $4,829+256.5% | $2,427+609.2% |
| Participant deferral / active EE | $13,773 | $6,467+113.0% | $7,352+87.3% | $4,046+240.4% |
| Admin fee / account holder | $4 | $711-99.4% | $10,799-100.0% | $626-99.3% |