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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,498 | $81,948+115.4% | $90,766+94.5% | $64,824+172.3% |
| Participation rate | 88.0% | 80.5%+7.5pp | 75.7%+12.3pp | 71.5%+16.5pp |
| Annual return | -15.41% | -12.53%-2.9pp | -12.16%-3.3pp | 32.84%-48.3pp |
| Employer contribution / active EE | $1,409 | $3,067-54.1% | $2,922-51.8% | $2,507-43.8% |
| Participant deferral / active EE | $6,316 | $4,844+30.4% | $4,565+38.4% | $4,311+46.5% |
| Admin fee / account holder | $19 | $157-87.7% | $8,446-99.8% | $188-89.7% |