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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,004 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,547 | $80,731+67.9% | $103,374+31.1% | $74,546+81.8% |
| Participation rate | 98.5% | 65.7%+32.9pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 17.61% | 27.56%-10.0pp | 24.89%-7.3pp | 1366.03%-1348.4pp |
| Employer contribution / active EE | $20,880 | $3,158+561.2% | $3,869+439.6% | $2,624+695.6% |
| Participant deferral / active EE | $2,366 | $3,860-38.7% | $5,058-53.2% | $4,347-45.6% |
| Admin fee / account holder | $86 | $2,369-96.4% | $8,394-99.0% | $1,944-95.6% |