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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 | $106,264+624.3% | $147,117+423.2% | $77,762+889.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 15.24% | 56.94%-41.7pp | 420.54%-405.3pp | 31.27%-16.0pp |
| Employer contribution / active EE | $22,211 | $4,074+445.2% | $4,932+350.3% | $2,728+714.2% |
| Participant deferral / active EE | $16,861 | $8,003+110.7% | $8,065+109.1% | $4,651+262.5% |
| Admin fee / account holder | $45 | $334-86.4% | $12,993-99.7% | $433-89.5% |