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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $580,715 | $89,515+548.7% | $103,065+463.4% | $80,959+617.3% |
| Participation rate | 86.8% | 76.0%+10.8pp | 80.6%+6.3pp | 67.7%+19.1pp |
| Annual return | 14.77% | 22.82%-8.1pp | 23.95%-9.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $16,540 | $4,015+311.9% | $4,675+253.8% | $2,757+499.9% |
| Participant deferral / active EE | $17,301 | $5,463+216.7% | $6,625+161.1% | $4,300+302.3% |
| Admin fee / account holder | $92 | $6,527-98.6% | $9,349-99.0% | $6,925-98.7% |