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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $990 |
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 | $254,688 | $69,477+266.6% | $94,679+169.0% | $71,495+256.2% |
| Participation rate | 78.3% | 78.4%-0.1pp | 80.8%-2.5pp | 67.9%+10.4pp |
| Annual return | 22.23% | 29.66%-7.4pp | 156.75%-134.5pp | 28.85%-6.6pp |
| Employer contribution / active EE | $4,756 | $2,853+66.7% | $3,673+29.5% | $2,589+83.7% |
| Participant deferral / active EE | $7,283 | $7,345-0.8% | $7,417-1.8% | $4,291+69.7% |
| Admin fee / account holder | $7 | $1,210-99.4% | $7,233-99.9% | $1,588-99.5% |