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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 455 DEVON PARK DRIVE · WAYNE, PA 19087 | Recordkeeping | $77,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $761,611 | $126,111+503.9% | $142,460+434.6% | $80,149+850.2% |
| Participation rate | 90.2% | 87.5%+2.7pp | 76.8%+13.5pp | 72.9%+17.3pp |
| Annual return | 15.01% | 23.39%-8.4pp | 19.99%-5.0pp | 40.39%-25.4pp |
| Employer contribution / active EE | $13,987 | $6,430+117.5% | $4,847+188.6% | $2,977+369.8% |
| Participant deferral / active EE | $21,466 | $7,822+174.4% | $6,283+241.6% | $5,015+328.0% |
| Admin fee / account holder | $22 | $92-76.6% | $10,011-99.8% | $145-85.1% |