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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
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 | $278,121 | $72,177+285.3% | $115,037+141.8% | $59,632+366.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.05% | 12.02%-11.0pp | 26.14%-25.1pp | 2041.32%-2040.3pp |
| Employer contribution / active EE | $14,446 | $2,841+408.4% | $4,608+213.5% | $2,203+555.9% |
| Participant deferral / active EE | $3,274 | $4,783-31.6% | $6,026-45.7% | $3,192+2.6% |
| Admin fee / account holder | $39,654 | $4,927+704.8% | $8,175+385.1% | $4,297+822.8% |