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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,684 |
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 | $281,735 | $88,634+217.9% | $101,326+178.0% | $74,304+279.2% |
| Participation rate | 98.4% | 76.9%+21.6pp | 81.5%+16.9pp | 60.3%+38.1pp |
| Annual return | 18.20% | 33.10%-14.9pp | 36.82%-18.6pp | 29.43%-11.2pp |
| Employer contribution / active EE | $7,403 | $2,930+152.6% | $3,665+102.0% | $2,241+230.3% |
| Participant deferral / active EE | $14,229 | $7,322+94.3% | $7,994+78.0% | $3,767+277.7% |
| Admin fee / account holder | $114 | $2,425-95.3% | $11,185-99.0% | $2,969-96.2% |