| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $65,656 |
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 | $348,632 | $86,225+304.3% | $146,649+137.7% | $86,828+301.5% |
| Participation rate | 99.8% | 78.0%+21.9pp | 80.1%+19.8pp | 72.3%+27.6pp |
| Annual return | 35.98% | 31.23%+4.7pp | 22.75%+13.2pp | 97.95%-62.0pp |
| Employer contribution / active EE | $12,524 | $2,392+423.6% | $4,137+202.7% | $2,406+420.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $60 | $195-69.1% | $10,281-99.4% | $170-64.4% |