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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 | $106,110+172.3% | $147,005+96.5% | $77,671+272.0% |
| Participation rate | 99.3% | 78.4%+20.9pp | 82.2%+17.2pp | 70.6%+28.7pp |
| Annual return | 17.45% | 56.77%-39.3pp | 418.76%-401.3pp | 31.21%-13.8pp |
| Employer contribution / active EE | $6,502 | $4,065+60.0% | $4,934+31.8% | $2,726+138.5% |
| Participant deferral / active EE | $11,952 | $7,992+49.6% | $8,070+48.1% | $4,648+157.2% |
| Admin fee / account holder | $41 | $338-87.9% | $13,006-99.7% | $430-90.5% |