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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $39,966 |
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 | $410,928 | $51,207+702.5% | $70,565+482.3% | $71,529+474.5% |
| Participation rate | 99.5% | 59.4%+40.1pp | 68.4%+31.1pp | 67.9%+31.5pp |
| Annual return | 17.31% | 42.71%-25.4pp | 32.79%-15.5pp | 28.97%-11.7pp |
| Employer contribution / active EE | $8,741 | $1,795+387.0% | $2,976+193.7% | $2,590+237.5% |
| Participant deferral / active EE | $15,849 | $3,033+422.6% | $4,568+246.9% | $4,291+269.3% |
| Admin fee / account holder | $176 | $2,002-91.2% | $6,430-97.3% | $1,588-88.9% |