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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,424 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,044 | $90,064-25.6% | $100,392-33.2% | $77,736-13.8% |
| Participation rate | 91.3% | 81.3%+10.0pp | 81.5%+9.7pp | 70.6%+20.7pp |
| Annual return | 24.21% | 20.61%+3.6pp | 49.45%-25.2pp | 31.26%-7.1pp |
| Employer contribution / active EE | $6,158 | $3,043+102.4% | $3,941+56.2% | $2,728+125.8% |
| Participant deferral / active EE | $12,304 | $8,282+48.6% | $8,090+52.1% | $4,651+164.6% |
| Admin fee / account holder | $14 | $172-92.1% | $7,904-99.8% | $433-96.9% |