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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,684 |
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 | $253,409 | $88,515+186.3% | $162,163+56.3% | $67,579+275.0% |
| Participation rate | 99.4% | 86.8%+12.6pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 22.47% | 27.04%-4.6pp | 115.59%-93.1pp | 378.56%-356.1pp |
| Employer contribution / active EE | $8,598 | $3,563+141.3% | $5,614+53.2% | $2,148+300.3% |
| Participant deferral / active EE | $11,094 | $5,724+93.8% | $7,298+52.0% | $3,539+213.4% |
| Admin fee / account holder | $8 | $124-93.7% | $10,843-99.9% | $142-94.5% |