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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $127,574 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $41,466 |
Service code 10 · EIN 95-4345526 | Accounting | $15,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,371 | $104,336+208.0% | $159,455+101.5% | $86,813+270.2% |
| Participation rate | 98.3% | 77.7%+20.5pp | 82.8%+15.4pp | 72.3%+26.0pp |
| Annual return | 16.32% | 26.32%-10.0pp | 263.63%-247.3pp | 97.93%-81.6pp |
| Employer contribution / active EE | $7,427 | $3,451+115.2% | $4,830+53.8% | $2,406+208.7% |
| Participant deferral / active EE | $13,500 | $6,837+97.5% | $7,353+83.6% | $4,131+226.8% |
| Admin fee / account holder | $144 | $172-16.7% | $10,800-98.7% | $170-15.4% |