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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,735 | $82,879+239.9% | $96,576+191.7% | $67,986+314.4% |
| Participation rate | 98.4% | 75.2%+23.3pp | 81.4%+17.0pp | 57.2%+41.2pp |
| Annual return | 18.20% | 36.90%-18.7pp | 38.47%-20.3pp | 31.67%-13.5pp |
| Employer contribution / active EE | $7,403 | $2,727+171.4% | $3,553+108.3% | $2,019+266.7% |
| Participant deferral / active EE | $14,229 | $6,976+104.0% | $7,956+78.8% | $3,358+323.7% |
| Admin fee / account holder | $114 | $2,783-95.9% | $11,381-99.0% | $3,203-96.4% |