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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,488 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 64 | Recordkeeping Fees | $0 |
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 | $853,587 | $52,967+1511.5% | $172,753+394.1% | $65,186+1209.5% |
| Participation rate | 93.3% | 66.2%+27.1pp | 82.6%+10.6pp | 70.2%+23.1pp |
| Annual return | 10.09% | 30.12%-20.0pp | 803.00%-792.9pp | 29.39%-19.3pp |
| Employer contribution / active EE | $21,590 | $2,190+885.7% | $5,144+319.7% | $2,177+891.8% |
| Participant deferral / active EE | $12,317 | $2,471+398.5% | $5,198+137.0% | $3,514+250.5% |
| Admin fee / account holder | $67 | $472-85.7% | $13,956-99.5% | $847-92.0% |