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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,030 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,563 | $128,603+11.6% | $197,124-27.2% | $67,986+111.2% |
| Participation rate | 76.1% | 81.7%-5.5pp | 86.7%-10.6pp | 57.2%+18.9pp |
| Annual return | 17.55% | 23.77%-6.2pp | 44.34%-26.8pp | 31.67%-14.1pp |
| Employer contribution / active EE | $15,529 | $4,379+254.6% | $6,227+149.4% | $2,019+669.2% |
| Participant deferral / active EE | $10,004 | $6,840+46.3% | $9,135+9.5% | $3,358+197.9% |
| Admin fee / account holder | $13 | $3,035-99.6% | $16,298-99.9% | $3,203-99.6% |