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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 | Recordkeeping and information managem... | $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 | $55,446+425.0% | $155,574+87.1% | $74,429+291.1% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 14.31% | 269.20%-254.9pp | 64.87%-50.6pp | 1368.38%-1354.1pp |
| Employer contribution / active EE | $12,063 | $2,266+432.3% | $4,676+158.0% | $2,625+359.6% |
| Participant deferral / active EE | $10,188 | $2,836+259.3% | $5,629+81.0% | $4,348+134.3% |
| Admin fee / account holder | $27 | $1,743-98.5% | $15,914-99.8% | $1,944-98.6% |