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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $149,626 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,166 | $41,647+471.9% | $96,188+147.6% | $86,828+174.3% |
| Participation rate | 96.2% | 50.3%+45.9pp | 68.4%+27.8pp | 72.3%+23.9pp |
| Annual return | 23.03% | 27.24%-4.2pp | 192.12%-169.1pp | 97.95%-74.9pp |
| Employer contribution / active EE | $4,623 | $1,328+248.1% | $2,800+65.1% | $2,406+92.1% |
| Participant deferral / active EE | $8,804 | $2,412+264.9% | $4,350+102.4% | $4,132+113.1% |
| Admin fee / account holder | $121 | $169-28.5% | $5,538-97.8% | $170-28.6% |