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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,551 |
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 | $695,566 | $95,438+628.8% | $135,998+411.5% | $74,478+833.9% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 20.49% | 32.61%-12.1pp | 68.37%-47.9pp | 34.37%-13.9pp |
| Employer contribution / active EE | $22,410 | $3,878+477.9% | $4,860+361.2% | $2,637+749.9% |
| Participant deferral / active EE | $16,810 | $7,790+115.8% | $7,761+116.6% | $4,530+271.1% |
| Admin fee / account holder | $17 | $259-93.6% | $10,769-99.8% | $347-95.2% |