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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $29,060 |
THE VANGUARD GROUP, INC.2 years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $620 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $314,856 | $84,487+272.7% | $125,339+151.2% | $66,914+370.5% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.8pp | 69.8%+29.3pp |
| Annual return | -15.28% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.9pp |
| Employer contribution / active EE | $27,681 | $3,553+679.1% | $4,814+475.1% | $2,544+988.0% |
| Participant deferral / active EE | $6,530 | $6,781-3.7% | $7,446-12.3% | $4,237+54.1% |
| Admin fee / account holder | $87 | $685-87.4% | $10,010-99.1% | $593-85.4% |