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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,139 | $78,607+24.8% | $105,624-7.1% | $74,478+31.8% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 12.88% | 15.96%-3.1pp | 116.20%-103.3pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,887 | $2,523+14.4% | $3,168-8.9% | $2,626+9.9% |
| Participant deferral / active EE | $4,697 | $4,325+8.6% | $5,013-6.3% | $4,350+8.0% |
| Admin fee / account holder | $71 | $2,220-96.8% | $10,961-99.4% | $1,946-96.4% |