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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,943 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,580 | $81,358+107.2% | $155,556+8.4% | $80,959+108.2% |
| Participation rate | 92.9% | 66.3%+26.7pp | 78.2%+14.7pp | 67.7%+25.3pp |
| Annual return | 16.68% | 33.39%-16.7pp | 64.84%-48.2pp | 35.67%-19.0pp |
| Employer contribution / active EE | $6,454 | $3,106+107.8% | $4,675+38.0% | $2,757+134.1% |
| Participant deferral / active EE | $5,142 | $3,455+48.8% | $5,631-8.7% | $4,300+19.6% |
| Admin fee / account holder | $57 | $7,994-99.3% | $15,885-99.6% | $6,925-99.2% |