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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $2,000 |
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 | $285,598 | $61,166+366.9% | $185,849+53.7% | $79,391+259.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.32% | 19.45%-6.1pp | 122.10%-108.8pp | 116.88%-103.6pp |
| Employer contribution / active EE | $9,941 | $2,321+328.3% | $5,169+92.3% | $2,428+309.4% |
| Participant deferral / active EE | $8,098 | $2,789+190.4% | $5,569+45.4% | $4,046+100.1% |
| Admin fee / account holder | $13 | $710-98.1% | $16,244-99.9% | $627-97.9% |