| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,821,809 |
Filed as: QDRO CONSULTANTS CO Service code 16 · EIN 34-1820650 | Consulting | $11,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,730 | $66,513+40.9% | $178,510-47.5% | $106,273-11.8% |
| Participation rate | 98.1% | 73.8%+24.4pp | 81.9%+16.2pp | 70.8%+27.3pp |
| Annual return | 16.66% | 21.81%-5.2pp | 151.13%-134.5pp | 21.70%-5.0pp |
| Employer contribution / active EE | $5,310 | $1,776+199.0% | $5,011+6.0% | $2,722+95.1% |
| Participant deferral / active EE | $1,677 | $3,679-54.4% | $5,202-67.8% | $4,601-63.6% |
| Admin fee / account holder | $36 | $53-31.9% | $13,988-99.7% | $78-53.5% |