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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 | $47,173+923.4% | $149,740+222.4% | $74,478+548.2% |
| Participation rate | 99.3% | 63.4%+35.9pp | 78.8%+20.5pp | 70.7%+28.6pp |
| Annual return | 19.84% | 22.75%-2.9pp | 134.51%-114.7pp | 34.37%-14.5pp |
| Employer contribution / active EE | $24,990 | $1,903+1213.2% | $4,821+418.3% | $2,637+847.7% |
| Participant deferral / active EE | $17,213 | $2,730+530.5% | $5,683+202.9% | $4,530+280.0% |
| Admin fee / account holder | $89 | $343-74.1% | $13,222-99.3% | $347-74.4% |