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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% | $135,987+140.3% | $77,714+320.4% |
| Participation rate | 98.7% | 74.3%+24.4pp | 76.4%+22.3pp | 70.6%+28.2pp |
| Annual return | 13.78% | 17.42%-3.6pp | 580.01%-566.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $11,205 | $3,491+221.0% | $4,214+165.9% | $2,727+310.9% |
| Participant deferral / active EE | $13,506 | $5,591+141.5% | $7,027+92.2% | $4,649+190.5% |
| Admin fee / account holder | $52 | $539-90.4% | $6,716-99.2% | $433-88.0% |