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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 | $55,423+217.0% | $155,602+12.9% | $74,400+136.2% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 17.54% | 269.07%-251.5pp | 64.81%-47.3pp | 1367.51%-1350.0pp |
| Employer contribution / active EE | $5,799 | $2,266+156.0% | $4,675+24.0% | $2,624+121.0% |
| Participant deferral / active EE | $5,409 | $2,835+90.8% | $5,629-3.9% | $4,348+24.4% |
| Admin fee / account holder | $18 | $1,744-99.0% | $15,923-99.9% | $1,944-99.1% |