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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $142,247 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,711 | $176,471-73.5% | $95,964-51.3% | $90,274-48.3% |
| Participation rate | 96.9% | 86.6%+10.4pp | 77.1%+19.8pp | 73.4%+23.6pp |
| Annual return | 19.03% | 20.15%-1.1pp | 91.64%-72.6pp | 53.97%-34.9pp |
| Employer contribution / active EE | $1,871 | $2,783-32.8% | $2,541-26.4% | $2,523-25.9% |
| Participant deferral / active EE | $4,955 | $5,325-6.9% | $4,167+18.9% | $4,231+17.1% |
| Admin fee / account holder | $106 | $154-31.3% | $6,797-98.4% | $114-7.1% |