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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,076 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $523,177 | $84,487+519.2% | $125,339+317.4% | $66,914+681.9% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.5pp | 69.8%+28.1pp |
| Annual return | -16.12% | -8.39%-7.7pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $16,222 | $3,553+356.6% | $4,814+237.0% | $2,544+537.6% |
| Participant deferral / active EE | $11,153 | $6,781+64.5% | $7,446+49.8% | $4,237+163.2% |
| Admin fee / account holder | $157 | $685-77.1% | $10,010-98.4% | $593-73.5% |