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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $34,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $286,372 | $80,753+254.6% | $136,298+110.1% | $62,293+359.7% |
| Participation rate | 98.6% | 73.5%+25.1pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 8.81% | 35.83%-27.0pp | 5156.27%-5147.5pp | 28.90%-20.1pp |
| Employer contribution / active EE | $8,262 | $2,884+186.5% | $4,696+75.9% | $2,042+304.6% |
| Participant deferral / active EE | $9,370 | $5,164+81.5% | $6,247+50.0% | $3,169+195.7% |
| Admin fee / account holder | $199 | $525-62.1% | $9,244-97.8% | $479-58.4% |