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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,928 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $636,429 | $46,732+1261.9% | $156,551+306.5% | $55,167+1053.6% |
| Participation rate | 95.8% | 65.8%+30.0pp | 84.0%+11.8pp | 69.0%+26.8pp |
| Annual return | 1.22% | 17.72%-16.5pp | 32.23%-31.0pp | 169.23%-168.0pp |
| Employer contribution / active EE | $17,831 | $2,105+747.0% | $5,501+224.1% | $1,963+808.6% |
| Participant deferral / active EE | $11,730 | $2,204+432.2% | $4,871+140.8% | $3,054+284.1% |
| Admin fee / account holder | $38 | $418-90.9% | $13,028-99.7% | $504-92.5% |