| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Recordkeeping | $77,167 |
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 | $815,932 | $142,386+473.0% | $152,473+435.1% | $93,010+777.2% |
| Participation rate | 96.8% | 85.6%+11.2pp | 78.2%+18.6pp | 73.9%+22.9pp |
| Annual return | 15.15% | 18.07%-2.9pp | 757.59%-742.4pp | 158.70%-143.6pp |
| Employer contribution / active EE | $16,143 | $5,485+194.3% | $4,326+273.2% | $2,705+496.7% |
| Participant deferral / active EE | $25,047 | $6,872+264.5% | $5,817+330.5% | $4,561+449.2% |
| Admin fee / account holder | $21 | $108-80.8% | $15,811-99.9% | $152-86.4% |