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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,746 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,675 | $79,045+28.6% | $100,378+1.3% | $74,429+36.6% |
| Participation rate | 76.7% | 79.4%-2.7pp | 81.5%-4.8pp | 67.2%+9.5pp |
| Annual return | 16.20% | 20.61%-4.4pp | 49.41%-33.2pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $4,026 | $3,015+33.5% | $3,942+2.1% | $2,625+53.4% |
| Participant deferral / active EE | $9,889 | $7,751+27.6% | $8,087+22.3% | $4,348+127.4% |
| Admin fee / account holder | $94 | $1,335-93.0% | $7,899-98.8% | $1,944-95.2% |