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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Filed as: THE VANGUARD GROUP Service code 28 · EIN 23-1945930 | Investment Management | $64,274 |
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 | $367,404 | $71,142+416.4% | $119,622+207.1% | $64,819+466.8% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.3%+20.1pp | 71.5%+27.9pp |
| Annual return | 12.03% | -10.01%+22.0pp | -14.98%+27.0pp | 32.84%-20.8pp |
| Employer contribution / active EE | $14,941 | $2,497+498.2% | $4,232+253.0% | $2,507+496.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $58 | $162-64.4% | $10,328-99.4% | $188-69.3% |