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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,339 |
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 | $317,705 | $82,879+283.3% | $96,576+229.0% | $67,986+367.3% |
| Participation rate | 87.2% | 75.2%+12.0pp | 81.4%+5.7pp | 57.2%+30.0pp |
| Annual return | 16.35% | 36.90%-20.5pp | 38.47%-22.1pp | 31.67%-15.3pp |
| Employer contribution / active EE | $5,511 | $2,727+102.1% | $3,553+55.1% | $2,019+173.0% |
| Participant deferral / active EE | $8,545 | $6,976+22.5% | $7,956+7.4% | $3,358+154.5% |
| Admin fee / account holder | $16 | $2,783-99.4% | $11,381-99.9% | $3,203-99.5% |