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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,941 | $69,305+74.5% | $82,312+46.9% | $69,631+73.7% |
| Participation rate | 96.5% | 80.3%+16.3pp | 76.9%+19.6pp | 70.7%+25.8pp |
| Annual return | 18.02% | 21.47%-3.4pp | 25.88%-7.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $3,034 | $1,887+60.8% | $2,428+24.9% | $2,032+49.3% |
| Participant deferral / active EE | $4,905 | $3,568+37.5% | $3,706+32.4% | $3,224+52.2% |
| Admin fee / account holder | $57 | $97-41.1% | $5,608-99.0% | $110-48.1% |