| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Recordkeeping | $78,000 |
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 | $707,272 | $108,592+551.3% | $129,118+447.8% | $77,906+807.9% |
| Participation rate | 97.3% | 84.8%+12.5pp | 77.2%+20.0pp | 73.7%+23.6pp |
| Annual return | -7.96% | -13.72%+5.8pp | -10.94%+3.0pp | 12.16%-20.1pp |
| Employer contribution / active EE | $15,873 | $5,713+177.8% | $5,051+214.2% | $2,846+457.6% |
| Participant deferral / active EE | $24,379 | $7,051+245.8% | $6,539+272.8% | $4,805+407.3% |
| Admin fee / account holder | $21 | $91-76.7% | $14,305-99.9% | $133-84.0% |