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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,992 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP Service code 64 | Recordkeeping Fees | $0 |
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 | $770,847 | $47,977+1506.7% | $154,108+400.2% | $56,289+1269.5% |
| Participation rate | 95.8% | 66.2%+29.6pp | 83.0%+12.8pp | 69.9%+26.0pp |
| Annual return | 8.97% | 3.54%+5.4pp | 735.21%-726.2pp | -9.96%+18.9pp |
| Employer contribution / active EE | $18,529 | $2,169+754.4% | $5,298+249.8% | $2,111+777.7% |
| Participant deferral / active EE | $12,014 | $2,392+402.3% | $5,081+136.5% | $3,350+258.6% |
| Admin fee / account holder | $68 | $438-84.6% | $13,411-99.5% | $521-87.0% |