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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,998 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $326,971 | $100,801+224.4% | $149,745+118.4% | $73,412+345.4% |
| Participation rate | 97.4% | 77.7%+19.8pp | 82.5%+15.0pp | 72.2%+25.3pp |
| Annual return | 16.92% | 265.34%-248.4pp | 276.72%-259.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $11,191 | $3,312+237.9% | $4,646+140.9% | $2,234+401.0% |
| Participant deferral / active EE | $9,192 | $6,404+43.5% | $6,843+34.3% | $3,806+141.5% |
| Admin fee / account holder | $77 | $181-57.2% | $9,312-99.2% | $158-51.0% |