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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $136,991 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,256 | $95,369+46.0% | $135,942+2.4% | $74,440+87.1% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.7pp |
| Annual return | 19.46% | 32.72%-13.3pp | 68.28%-48.8pp | 34.37%-14.9pp |
| Employer contribution / active EE | $1,771 | $3,878-54.3% | $4,858-63.5% | $2,638-32.9% |
| Participant deferral / active EE | $9,118 | $7,788+17.1% | $7,759+17.5% | $4,529+101.3% |
| Admin fee / account holder | $183 | $266-31.2% | $10,764-98.3% | $348-47.3% |