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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $783,359 | $55,472+1312.2% | $155,567+403.6% | $74,546+950.8% |
| Participation rate | 98.7% | 61.9%+36.8pp | 78.2%+20.5pp | 67.2%+31.5pp |
| Annual return | 12.72% | 268.72%-256.0pp | 64.74%-52.0pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $26,696 | $2,269+1076.6% | $4,674+471.1% | $2,624+917.2% |
| Participant deferral / active EE | $19,070 | $2,838+572.0% | $5,628+238.9% | $4,347+338.7% |
| Admin fee / account holder | $315 | $1,743-81.9% | $15,916-98.0% | $1,944-83.8% |