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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,221 |
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 | $525,665 | $52,293+905.2% | $178,499+194.5% | $73,412+616.0% |
| Participation rate | 99.3% | 65.3%+34.0pp | 81.9%+17.4pp | 72.2%+27.1pp |
| Annual return | 15.67% | 34.75%-19.1pp | 151.10%-135.4pp | 59.30%-43.6pp |
| Employer contribution / active EE | $23,244 | $1,735+1239.4% | $5,011+363.8% | $2,234+940.7% |
| Participant deferral / active EE | $15,244 | $2,332+553.6% | $5,202+193.0% | $3,806+300.6% |
| Admin fee / account holder | $66 | $127-48.0% | $13,986-99.5% | $158-58.1% |