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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,265 |
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 | $299,627 | $82,188+264.6% | $125,391+139.0% | $64,824+362.2% |
| Participation rate | 96.4% | 77.9%+18.4pp | 82.4%+14.0pp | 71.5%+24.9pp |
| Annual return | -15.83% | 3.50%-19.3pp | 572.41%-588.2pp | 32.84%-48.7pp |
| Employer contribution / active EE | $10,834 | $3,617+199.5% | $4,816+125.0% | $2,507+332.1% |
| Participant deferral / active EE | $9,321 | $7,177+29.9% | $7,448+25.1% | $4,311+116.2% |
| Admin fee / account holder | $97 | $163-40.7% | $10,009-99.0% | $188-48.5% |