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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $156,193 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,417 | $67,512-34.2% | $185,849-76.1% | $93,010-52.2% |
| Participation rate | 96.4% | 67.1%+29.2pp | 81.7%+14.6pp | 73.9%+22.5pp |
| Annual return | 13.17% | 21.04%-7.9pp | 122.10%-108.9pp | 158.70%-145.5pp |
| Employer contribution / active EE | $855 | $1,783-52.1% | $5,169-83.5% | $2,705-68.4% |
| Participant deferral / active EE | $4,731 | $3,035+55.8% | $5,569-15.1% | $4,561+3.7% |
| Admin fee / account holder | $71 | $318-77.8% | $16,244-99.6% | $152-53.5% |