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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP, INC. Service code 12 · EIN 23-1945930 | Recordkeeping and information managem... | $3,700 |
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 | $275,953 | $61,356+349.8% | $149,696+84.3% | $71,511+285.9% |
| Participation rate | 99.2% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 16.62% | 35.86%-19.2pp | 134.46%-117.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $11,225 | $2,382+371.3% | $4,821+132.8% | $2,589+333.5% |
| Participant deferral / active EE | $9,723 | $2,920+233.0% | $5,682+71.1% | $4,291+126.6% |
| Admin fee / account holder | $169 | $1,263-86.6% | $13,212-98.7% | $1,588-89.4% |