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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,219 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,485 | $101,591+142.6% | $147,096+67.6% | $74,429+231.2% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 14.67% | 8746.45%-8731.8pp | 419.75%-405.1pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $2,951 | $3,813-22.6% | $4,936-40.2% | $2,625+12.4% |
| Participant deferral / active EE | $10,759 | $7,302+47.3% | $8,071+33.3% | $4,348+147.4% |
| Admin fee / account holder | $58 | $1,750-96.7% | $13,005-99.6% | $1,944-97.0% |