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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,330 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,259 | $88,890+46.5% | $102,423+27.2% | $77,643+67.8% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.5%+11.2pp | 70.6%+17.1pp |
| Annual return | 20.97% | 24.98%-4.0pp | 29.32%-8.4pp | 31.24%-10.3pp |
| Employer contribution / active EE | $7,413 | $2,698+174.8% | $3,023+145.2% | $2,726+172.0% |
| Participant deferral / active EE | $8,607 | $5,145+67.3% | $5,053+70.3% | $4,647+85.2% |
| Admin fee / account holder | $67 | $235-71.3% | $9,451-99.3% | $430-84.3% |