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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $80,480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,572 | $104,336+24.2% | $159,495-18.8% | $86,828+49.2% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.8%+12.0pp | 72.3%+22.5pp |
| Annual return | 21.22% | 26.32%-5.1pp | 263.72%-242.5pp | 97.95%-76.7pp |
| Employer contribution / active EE | $3,225 | $3,451-6.6% | $4,831-33.3% | $2,406+34.0% |
| Participant deferral / active EE | $5,756 | $6,837-15.8% | $7,354-21.7% | $4,132+39.3% |
| Admin fee / account holder | $117 | $172-32.1% | $10,804-98.9% | $170-31.1% |