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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,494 |
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 | $352,408 | $72,177+388.3% | $115,038+206.3% | $59,633+491.0% |
| Participation rate | 96.7% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | -0.71% | 12.02%-12.7pp | 26.14%-26.9pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $9,401 | $2,841+230.9% | $4,608+104.0% | $2,203+326.8% |
| Participant deferral / active EE | $10,127 | $4,783+111.7% | $6,026+68.0% | $3,192+217.3% |
| Admin fee / account holder | $23 | $4,927-99.5% | $8,175-99.7% | $4,297-99.5% |