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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,802 |
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 | $332,299 | $95,438+248.2% | $135,982+144.4% | $74,473+346.2% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 20.22% | 32.61%-12.4pp | 68.32%-48.1pp | 34.36%-14.1pp |
| Employer contribution / active EE | $11,588 | $3,878+198.8% | $4,859+138.5% | $2,638+339.2% |
| Participant deferral / active EE | $9,776 | $7,790+25.5% | $7,760+26.0% | $4,530+115.8% |
| Admin fee / account holder | $85 | $259-67.2% | $10,767-99.2% | $347-75.5% |