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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,432 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,816 | $99,957+247.0% | $149,696+131.7% | $73,488+371.9% |
| Participation rate | 99.6% | 75.7%+23.9pp | 82.5%+17.1pp | 70.7%+28.9pp |
| Annual return | 13.02% | 53.87%-40.8pp | 276.60%-263.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $25,940 | $3,191+712.9% | $4,644+458.5% | $2,270+1042.7% |
| Participant deferral / active EE | $5,820 | $6,073-4.2% | $6,842-14.9% | $3,740+55.6% |
| Admin fee / account holder | $66 | $551-88.0% | $9,309-99.3% | $513-87.2% |