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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,912 |
Service code 99 | Other Fees | $0 |
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 | $369,332 | $106,264+247.6% | $147,117+151.0% | $77,762+375.0% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 16.42% | 56.94%-40.5pp | 420.54%-404.1pp | 31.27%-14.8pp |
| Employer contribution / active EE | $12,046 | $4,074+195.7% | $4,932+144.2% | $2,728+341.6% |
| Participant deferral / active EE | $10,251 | $8,003+28.1% | $8,065+27.1% | $4,651+120.4% |
| Admin fee / account holder | $87 | $334-74.1% | $12,993-99.3% | $433-80.0% |