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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,538 |
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 | $380,554 | $76,551+397.1% | $123,894+207.2% | $62,881+505.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.30% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $9,683 | $2,882+235.9% | $4,617+109.7% | $2,281+324.5% |
| Participant deferral / active EE | $11,289 | $4,840+133.3% | $5,984+88.6% | $3,203+252.5% |
| Admin fee / account holder | $11 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |