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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 | $101,653+34.6% | $147,080-7.0% | $74,459+83.8% |
| Participation rate | 87.9% | 75.6%+12.4pp | 82.2%+5.8pp | 67.2%+20.7pp |
| Annual return | 14.56% | 8754.98%-8740.4pp | 420.17%-405.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $5,024 | $3,813+31.7% | $4,933+1.8% | $2,626+91.3% |
| Participant deferral / active EE | $9,537 | $7,304+30.6% | $8,066+18.2% | $4,350+119.3% |
| Admin fee / account holder | $74 | $1,752-95.8% | $12,989-99.4% | $1,945-96.2% |