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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,755 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,618 | $75,183+250.6% | $123,894+112.8% | $55,167+377.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.06% | 19.01%-11.9pp | 47.52%-40.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $8,801 | $2,823+211.7% | $4,617+90.6% | $1,963+348.5% |
| Participant deferral / active EE | $11,125 | $5,084+118.8% | $5,984+85.9% | $3,054+264.3% |
| Admin fee / account holder | $185 | $663-72.1% | $8,357-97.8% | $504-63.3% |