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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,784 |
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 | $326,733 | $89,588+264.7% | $133,698+144.4% | $77,762+320.2% |
| Participation rate | 98.7% | 74.3%+24.4pp | 76.4%+22.3pp | 70.6%+28.1pp |
| Annual return | 13.78% | 17.42%-3.6pp | 580.90%-567.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $11,205 | $3,491+221.0% | $4,218+165.7% | $2,728+310.7% |
| Participant deferral / active EE | $13,506 | $5,592+141.5% | $7,016+92.5% | $4,651+190.4% |
| Admin fee / account holder | $52 | $539-90.4% | $6,703-99.2% | $433-88.0% |