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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,814 | $79,209+13.4% | $102,434-12.3% | $74,459+20.6% |
| Participation rate | 97.3% | 74.8%+22.5pp | 76.5%+20.8pp | 67.2%+30.1pp |
| Annual return | 11.96% | 54.98%-43.0pp | 29.46%-17.5pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $2,766 | $2,362+17.1% | $3,023-8.5% | $2,626+5.3% |
| Participant deferral / active EE | $6,278 | $4,417+42.1% | $5,055+24.2% | $4,350+44.3% |
| Admin fee / account holder | $53 | $2,002-97.3% | $9,462-99.4% | $1,945-97.3% |