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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,651 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $287,630 | $99,957+187.8% | $149,730+92.1% | $73,493+291.4% |
| Participation rate | 99.4% | 75.7%+23.7pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 12.79% | 53.87%-41.1pp | 276.70%-263.9pp | 28.51%-15.7pp |
| Employer contribution / active EE | $13,225 | $3,191+314.4% | $4,645+184.7% | $2,270+482.6% |
| Participant deferral / active EE | $13,595 | $6,073+123.9% | $6,843+98.7% | $3,740+263.5% |
| Admin fee / account holder | $19 | $551-96.6% | $9,310-99.8% | $513-96.4% |