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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $32,004 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,640 |
Service code 99 | Other Fees | $0 |
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 | $506,872 | $50,860+896.6% | $155,574+225.8% | $77,714+552.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.22% | 34.86%-20.6pp | 64.87%-50.6pp | 31.26%-17.0pp |
| Employer contribution / active EE | $27,466 | $1,991+1279.7% | $4,676+487.4% | $2,727+907.2% |
| Participant deferral / active EE | $16,929 | $2,825+499.3% | $5,629+200.7% | $4,649+264.1% |
| Admin fee / account holder | $92 | $436-78.9% | $15,914-99.4% | $433-78.7% |