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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $37,346 |
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 | $369,809 | $104,336+254.4% | $159,487+131.9% | $86,821+325.9% |
| Participation rate | 96.8% | 77.7%+19.1pp | 82.8%+13.9pp | 72.3%+24.5pp |
| Annual return | 14.38% | 26.32%-11.9pp | 263.71%-249.3pp | 97.94%-83.6pp |
| Employer contribution / active EE | $10,768 | $3,451+212.0% | $4,831+122.9% | $2,406+347.5% |
| Participant deferral / active EE | $9,715 | $6,837+42.1% | $7,354+32.1% | $4,132+135.1% |
| Admin fee / account holder | $97 | $172-43.6% | $10,804-99.1% | $170-42.7% |