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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 | $101,499+142.8% | $147,005+67.7% | $74,546+230.6% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 14.67% | 8732.34%-8717.7pp | 418.76%-404.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,951 | $3,811-22.6% | $4,934-40.2% | $2,624+12.4% |
| Participant deferral / active EE | $10,759 | $7,304+47.3% | $8,070+33.3% | $4,347+147.5% |
| Admin fee / account holder | $58 | $1,748-96.7% | $13,006-99.6% | $1,944-97.0% |