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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,634 |
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 | $458,358 | $62,941+628.2% | $172,757+165.3% | $67,584+578.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 21.97% | 30.36%-8.4pp | 803.06%-781.1pp | 378.59%-356.6pp |
| Employer contribution / active EE | $23,374 | $1,636+1328.4% | $5,144+354.4% | $2,148+988.2% |
| Participant deferral / active EE | $14,500 | $2,145+575.9% | $5,198+179.0% | $3,540+309.6% |
| Admin fee / account holder | $51 | $167-69.2% | $13,956-99.6% | $142-63.9% |