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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $69,661 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,945 | $107,415-7.9% | $135,998-27.2% | $80,187+23.4% |
| Participation rate | 99.0% | 78.0%+20.9pp | 81.9%+17.0pp | 72.9%+26.0pp |
| Annual return | 19.75% | 91.99%-72.2pp | 68.37%-48.6pp | 40.40%-20.7pp |
| Employer contribution / active EE | $3,643 | $3,878-6.1% | $4,860-25.0% | $2,980+22.3% |
| Participant deferral / active EE | $10,010 | $8,189+22.2% | $7,761+29.0% | $5,016+99.6% |
| Admin fee / account holder | $22 | $127-82.4% | $10,769-99.8% | $145-84.5% |