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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $23,532 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,556 |
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 | $561,485 | $56,511+893.6% | $185,837+202.1% | $86,813+546.8% |
| Participation rate | 99.4% | 65.5%+33.9pp | 81.7%+17.7pp | 72.3%+27.1pp |
| Annual return | 15.64% | 118.12%-102.5pp | 122.08%-106.4pp | 97.93%-82.3pp |
| Employer contribution / active EE | $24,369 | $1,844+1221.8% | $5,168+371.5% | $2,406+912.9% |
| Participant deferral / active EE | $15,464 | $2,554+505.4% | $5,568+177.7% | $4,131+274.3% |
| Admin fee / account holder | $96 | $150-35.7% | $16,241-99.4% | $170-43.2% |