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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,183 |
Service code 99 | Other Fees | $0 |
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 | $769,701 | $106,247+624.4% | $147,096+423.3% | $77,714+890.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.24% | 56.87%-41.6pp | 419.75%-404.5pp | 31.26%-16.0pp |
| Employer contribution / active EE | $22,211 | $4,069+445.8% | $4,936+350.0% | $2,727+714.5% |
| Participant deferral / active EE | $16,861 | $7,996+110.9% | $8,071+108.9% | $4,649+262.7% |
| Admin fee / account holder | $45 | $338-86.6% | $13,005-99.7% | $433-89.5% |