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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,339 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,695 | $55,472+216.7% | $155,567+12.9% | $74,546+135.7% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 17.54% | 268.72%-251.2pp | 64.74%-47.2pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $5,799 | $2,269+155.6% | $4,674+24.1% | $2,624+121.0% |
| Participant deferral / active EE | $5,409 | $2,838+90.6% | $5,628-3.9% | $4,347+24.4% |
| Admin fee / account holder | $18 | $1,743-98.9% | $15,916-99.9% | $1,944-99.1% |