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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ 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 | $332,552 | $85,766+287.7% | $136,297+144.0% | $70,124+374.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.05% | 31.45%-16.4pp | 5156.19%-5141.1pp | 73.14%-58.1pp |
| Employer contribution / active EE | $13,768 | $2,966+364.2% | $4,696+193.2% | $2,342+487.7% |
| Participant deferral / active EE | $3,061 | $5,051-39.4% | $6,247-51.0% | $3,332-8.1% |
| Admin fee / account holder | $19,257 | $5,420+255.3% | $9,244+108.3% | $4,645+314.5% |