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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $79,035 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,122 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 99 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $783,359 | $55,415+1313.6% | $155,509+403.7% | $74,495+951.6% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.6pp | 67.2%+31.5pp |
| Annual return | 12.72% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $26,696 | $2,267+1077.5% | $4,672+471.3% | $2,623+917.8% |
| Participant deferral / active EE | $19,070 | $2,836+572.4% | $5,626+239.0% | $4,346+338.8% |
| Admin fee / account holder | $315 | $1,738-81.9% | $15,912-98.0% | $1,942-83.8% |