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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $52,504 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,609 | $89,282-35.5% | $94,679-39.2% | $74,440-22.6% |
| Participation rate | 98.1% | 82.4%+15.7pp | 80.8%+17.3pp | 70.7%+27.4pp |
| Annual return | 23.55% | 25.96%-2.4pp | 156.75%-133.2pp | 34.37%-10.8pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,673-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $14,889 | $8,425+76.7% | $7,417+100.7% | $4,529+228.8% |
| Admin fee / account holder | $85 | $219-61.2% | $7,233-98.8% | $348-75.6% |