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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 | $83,002+282.8% | $98,090+223.9% | $64,097+395.7% |
| Participation rate | 87.2% | 75.0%+12.1pp | 81.5%+5.6pp | 55.2%+32.0pp |
| Annual return | 16.35% | 38.51%-22.2pp | 37.05%-20.7pp | 34.64%-18.3pp |
| Employer contribution / active EE | $5,511 | $2,749+100.4% | $3,606+52.8% | $1,891+191.3% |
| Participant deferral / active EE | $8,545 | $6,787+25.9% | $7,845+8.9% | $3,080+177.4% |
| Admin fee / account holder | $16 | $3,015-99.5% | $11,815-99.9% | $3,454-99.5% |