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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,358 |
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 | $288,914 | $106,247+171.9% | $147,096+96.4% | $77,714+271.8% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.1pp | 70.6%+28.7pp |
| Annual return | 17.45% | 56.87%-39.4pp | 419.75%-402.3pp | 31.26%-13.8pp |
| Employer contribution / active EE | $6,502 | $4,069+59.8% | $4,936+31.7% | $2,727+138.5% |
| Participant deferral / active EE | $11,952 | $7,996+49.5% | $8,071+48.1% | $4,649+157.1% |
| Admin fee / account holder | $41 | $338-87.9% | $13,005-99.7% | $433-90.5% |