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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 | $78,562+24.9% | $105,608-7.1% | $74,429+31.9% |
| Participation rate | 89.2% | 72.8%+16.4pp | 75.3%+13.9pp | 67.2%+22.0pp |
| Annual return | 12.88% | 15.94%-3.1pp | 116.50%-103.6pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $2,887 | $2,521+14.5% | $3,167-8.8% | $2,625+10.0% |
| Participant deferral / active EE | $4,697 | $4,321+8.7% | $5,010-6.2% | $4,348+8.0% |
| Admin fee / account holder | $71 | $2,217-96.8% | $11,028-99.4% | $1,944-96.4% |