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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,815 |
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 | $292,359 | $79,169+269.3% | $100,415+191.2% | $74,478+292.5% |
| Participation rate | 83.1% | 79.4%+3.7pp | 81.5%+1.6pp | 67.2%+15.9pp |
| Annual return | 18.89% | 20.51%-1.6pp | 49.47%-30.6pp | 1370.56%-1351.7pp |
| Employer contribution / active EE | $5,010 | $3,017+66.1% | $3,943+27.1% | $2,626+90.8% |
| Participant deferral / active EE | $7,579 | $7,751-2.2% | $8,091-6.3% | $4,350+74.2% |
| Admin fee / account holder | $12 | $1,337-99.1% | $7,906-99.8% | $1,946-99.4% |