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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,070 | $93,131+129.9% | $106,554+100.9% | $86,821+146.6% |
| Participation rate | 90.9% | 81.4%+9.4pp | 76.1%+14.7pp | 72.3%+18.6pp |
| Annual return | 14.76% | 19.45%-4.7pp | 26.80%-12.0pp | 97.94%-83.2pp |
| Employer contribution / active EE | $1,466 | $2,895-49.4% | $2,819-48.0% | $2,406-39.1% |
| Participant deferral / active EE | $6,442 | $4,708+36.8% | $4,398+46.5% | $4,132+55.9% |
| Admin fee / account holder | $23 | $145-83.9% | $7,408-99.7% | $170-86.2% |