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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,851 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,431 | $101,795-25.9% | $165,100-54.3% | $80,959-6.8% |
| Participation rate | 71.2% | 71.8%-0.6pp | 78.6%-7.4pp | 67.7%+3.6pp |
| Annual return | 22.45% | 16.73%+5.7pp | 70.21%-47.8pp | 35.67%-13.2pp |
| Employer contribution / active EE | $4,253 | $2,954+44.0% | $4,348-2.2% | $2,757+54.3% |
| Participant deferral / active EE | $8,503 | $4,476+90.0% | $6,035+40.9% | $4,300+97.7% |
| Admin fee / account holder | $103 | $8,221-98.7% | $12,696-99.2% | $6,925-98.5% |