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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,819 |
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 | $744,415 | $104,336+613.5% | $159,495+366.7% | $86,828+757.3% |
| Participation rate | 97.8% | 77.7%+20.1pp | 82.8%+15.0pp | 72.3%+25.5pp |
| Annual return | 15.97% | 26.32%-10.3pp | 263.72%-247.7pp | 97.95%-82.0pp |
| Employer contribution / active EE | $19,221 | $3,451+456.9% | $4,831+297.8% | $2,406+698.8% |
| Participant deferral / active EE | $14,092 | $6,837+106.1% | $7,354+91.6% | $4,132+241.0% |
| Admin fee / account holder | $15 | $172-91.5% | $10,804-99.9% | $170-91.4% |