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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $147,766 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,418 | $130,052-7.4% | $86,717+38.9% | $77,906+54.6% |
| Participation rate | 99.2% | 85.9%+13.3pp | 76.6%+22.6pp | 73.7%+25.5pp |
| Annual return | -14.06% | -12.73%-1.3pp | 35.97%-50.0pp | 12.16%-26.2pp |
| Employer contribution / active EE | $5,653 | $3,214+75.9% | $2,837+99.2% | $2,846+98.6% |
| Participant deferral / active EE | $6,744 | $5,741+17.5% | $4,657+44.8% | $4,805+40.3% |
| Admin fee / account holder | $81 | $132-38.4% | $7,494-98.9% | $133-38.7% |