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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,695 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $580,715 | $89,698+547.4% | $103,476+461.2% | $80,856+618.2% |
| Participation rate | 86.8% | 76.0%+10.8pp | 80.5%+6.3pp | 67.6%+19.2pp |
| Annual return | 14.77% | 22.78%-8.0pp | 23.90%-9.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $16,540 | $4,018+311.6% | $4,672+254.0% | $2,755+500.4% |
| Participant deferral / active EE | $17,301 | $5,456+217.1% | $6,623+161.2% | $4,296+302.7% |
| Admin fee / account holder | $92 | $6,768-98.6% | $9,413-99.0% | $6,918-98.7% |