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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,204 |
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 | $368,702 | $80,717+356.8% | $154,803+138.2% | $84,808+334.8% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 16.82% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $9,470 | $2,761+243.0% | $4,305+120.0% | $2,631+260.0% |
| Participant deferral / active EE | $6,843 | $3,303+107.2% | $5,540+23.5% | $4,212+62.5% |
| Admin fee / account holder | $87 | $6,746-98.7% | $14,329-99.4% | $7,344-98.8% |