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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,076 | $145,174-20.7% | $182,262-36.9% | $69,255+66.2% |
| Participation rate | 96.5% | 77.3%+19.3pp | 84.2%+12.3pp | 69.0%+27.5pp |
| Annual return | 11.90% | 24.21%-12.3pp | 140.60%-128.7pp | 26.73%-14.8pp |
| Employer contribution / active EE | $3,116 | $4,864-35.9% | $5,046-38.3% | $2,645+17.8% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $18 | $791-97.7% | $16,712-99.9% | $733-97.5% |