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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 | $101,653+481.2% | $147,080+301.7% | $74,459+693.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.07% | 8754.98%-8737.9pp | 420.17%-403.1pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $18,041 | $3,813+373.1% | $4,933+265.7% | $2,626+587.1% |
| Participant deferral / active EE | $14,996 | $7,304+105.3% | $8,066+85.9% | $4,350+244.8% |
| Admin fee / account holder | $108 | $1,752-93.8% | $12,989-99.2% | $1,945-94.4% |