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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,603 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,365 | $69,708+13.9% | $67,560+17.5% | $74,478+6.6% |
| Participation rate | 96.3% | 71.4%+24.9pp | 72.9%+23.4pp | 67.2%+29.1pp |
| Annual return | 16.10% | -40.67%+56.8pp | 3533.50%-3517.4pp | 1370.56%-1354.5pp |
| Employer contribution / active EE | $3,403 | $2,715+25.4% | $2,737+24.4% | $2,626+29.6% |
| Participant deferral / active EE | $11,037 | $3,637+203.5% | $4,004+175.6% | $4,350+153.7% |
| Admin fee / account holder | $42 | $887-95.3% | $3,994-98.9% | $1,946-97.8% |