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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $194,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,429 | $53,216+0.4% | $155,534-65.6% | $199,960-73.3% |
| Participation rate | 96.7% | 64.1%+32.6pp | 78.2%+18.5pp | 72.0%+24.7pp |
| Annual return | 21.84% | 41.18%-19.3pp | 64.92%-43.1pp | 34.28%-12.4pp |
| Employer contribution / active EE | $938 | $1,848-49.2% | $4,675-79.9% | $3,036-69.1% |
| Participant deferral / active EE | $5,440 | $3,164+72.0% | $5,630-3.4% | $5,087+6.9% |
| Admin fee / account holder | $75 | $186-59.4% | $15,900-99.5% | $269-72.0% |