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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,409 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,644 | $82,133+90.7% | $147,318+6.3% | $64,097+144.4% |
| Participation rate | 89.4% | 62.3%+27.2pp | 82.1%+7.4pp | 55.2%+34.2pp |
| Annual return | 17.19% | 78.78%-61.6pp | 70.43%-53.2pp | 34.64%-17.5pp |
| Employer contribution / active EE | $5,957 | $2,872+107.4% | $4,593+29.7% | $1,891+214.9% |
| Participant deferral / active EE | $10,079 | $5,407+86.4% | $7,906+27.5% | $3,080+227.3% |
| Admin fee / account holder | $95 | $3,730-97.5% | $13,708-99.3% | $3,454-97.3% |