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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,325 |
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 | $529,519 | $103,966+409.3% | $112,923+368.9% | $75,177+604.4% |
| Participation rate | 89.9% | 75.7%+14.2pp | 80.5%+9.3pp | 67.2%+22.7pp |
| Annual return | 19.31% | 24.54%-5.2pp | 34.13%-14.8pp | 160.75%-141.4pp |
| Employer contribution / active EE | $19,270 | $3,870+397.9% | $4,570+321.6% | $2,671+621.4% |
| Participant deferral / active EE | $17,389 | $5,456+218.7% | $6,520+166.7% | $4,126+321.4% |
| Admin fee / account holder | $91 | $7,663-98.8% | $7,046-98.7% | $5,651-98.4% |