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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,730 |
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 | $446,878 | $79,633+461.2% | $93,786+376.5% | $68,490+552.5% |
| Participation rate | 90.5% | 75.4%+15.1pp | 81.0%+9.5pp | 67.9%+22.6pp |
| Annual return | -15.70% | -0.10%-15.6pp | -11.32%-4.4pp | -7.85%-7.9pp |
| Employer contribution / active EE | $19,899 | $3,665+442.9% | $4,328+359.8% | $2,597+666.3% |
| Participant deferral / active EE | $15,244 | $5,158+195.6% | $6,100+149.9% | $4,028+278.5% |
| Admin fee / account holder | $87 | $6,871-98.7% | $7,184-98.8% | $5,403-98.4% |