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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Claims processing; Recordkeeping and ... | $2,712 |
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 | $291,113 | $55,472+424.8% | $155,567+87.1% | $74,546+290.5% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 14.31% | 268.72%-254.4pp | 64.74%-50.4pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $12,063 | $2,269+431.7% | $4,674+158.1% | $2,624+359.7% |
| Participant deferral / active EE | $10,188 | $2,838+259.0% | $5,628+81.0% | $4,347+134.4% |
| Admin fee / account holder | $27 | $1,743-98.5% | $15,916-99.8% | $1,944-98.6% |