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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,340 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,933 |
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 | $482,790 | $47,163+923.7% | $149,696+222.5% | $74,460+548.4% |
| Participation rate | 99.3% | 63.4%+35.9pp | 78.8%+20.5pp | 70.7%+28.5pp |
| Annual return | 19.84% | 22.75%-2.9pp | 134.46%-114.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $24,990 | $1,907+1210.6% | $4,821+418.4% | $2,638+847.3% |
| Participant deferral / active EE | $17,213 | $2,730+530.5% | $5,682+202.9% | $4,530+280.0% |
| Admin fee / account holder | $89 | $343-74.1% | $13,212-99.3% | $348-74.4% |