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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,691 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,237 | $84,493+137.0% | $125,381+59.7% | $66,938+199.1% |
| Participation rate | 96.8% | 76.4%+20.4pp | 82.4%+14.4pp | 69.8%+27.0pp |
| Annual return | -17.20% | -8.49%-8.7pp | 572.31%-589.5pp | 1.58%-18.8pp |
| Employer contribution / active EE | $11,777 | $3,554+231.4% | $4,815+144.6% | $2,545+362.7% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $50 | $685-92.6% | $10,007-99.5% | $594-91.5% |