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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,290 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,069 | $122,063+6.6% | $184,256-29.4% | $74,478+74.6% |
| Participation rate | 71.3% | 85.5%-14.2pp | 86.8%-15.5pp | 67.2%+4.1pp |
| Annual return | 19.02% | 19.92%-0.9pp | 28.85%-9.8pp | 1370.56%-1351.5pp |
| Employer contribution / active EE | $11,132 | $4,539+145.3% | $6,427+73.2% | $2,626+323.9% |
| Participant deferral / active EE | $9,402 | $7,144+31.6% | $9,133+2.9% | $4,350+116.1% |
| Admin fee / account holder | $6 | $1,253-99.5% | $13,899-100.0% | $1,946-99.7% |