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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,784 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,855 | $101,591+34.7% | $147,096-7.0% | $74,429+83.9% |
| Participation rate | 87.9% | 75.5%+12.4pp | 82.2%+5.8pp | 67.2%+20.7pp |
| Annual return | 14.56% | 8746.45%-8731.9pp | 419.75%-405.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $5,024 | $3,813+31.8% | $4,936+1.8% | $2,625+91.4% |
| Participant deferral / active EE | $9,537 | $7,302+30.6% | $8,071+18.2% | $4,348+119.3% |
| Admin fee / account holder | $74 | $1,750-95.8% | $13,005-99.4% | $1,944-96.2% |