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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,035 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,130 | $78,781-18.6% | $100,530-36.2% | $73,412-12.6% |
| Participation rate | 99.0% | 80.0%+18.9pp | 79.4%+19.6pp | 72.2%+26.8pp |
| Annual return | 17.17% | 31.69%-14.5pp | 30.89%-13.7pp | 59.30%-42.1pp |
| Employer contribution / active EE | $5,417 | $2,420+123.9% | $3,418+58.5% | $2,234+142.5% |
| Participant deferral / active EE | $10,368 | $6,537+58.6% | $6,271+65.3% | $3,806+172.4% |
| Admin fee / account holder | $54 | $145-62.6% | $8,083-99.3% | $158-65.5% |