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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,640 |
Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523,982 | $102,385+411.8% | $147,080+256.3% | $80,935+547.4% |
| Participation rate | 95.9% | 75.9%+20.0pp | 82.2%+13.7pp | 67.7%+28.2pp |
| Annual return | 14.18% | 135.09%-120.9pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $11,960 | $3,717+221.8% | $4,933+142.4% | $2,757+333.9% |
| Participant deferral / active EE | $5,333 | $6,651-19.8% | $8,066-33.9% | $4,299+24.0% |
| Admin fee / account holder | $29,126 | $7,951+266.3% | $12,989+124.2% | $6,924+320.6% |