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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,778 | $106,247+30.6% | $147,096-5.7% | $77,714+78.6% |
| Participation rate | 93.9% | 78.4%+15.6pp | 82.2%+11.8pp | 70.6%+23.4pp |
| Annual return | 21.75% | 56.87%-35.1pp | 419.75%-398.0pp | 31.26%-9.5pp |
| Employer contribution / active EE | $8,853 | $4,069+117.5% | $4,936+79.4% | $2,727+224.7% |
| Participant deferral / active EE | $14,956 | $7,996+87.0% | $8,071+85.3% | $4,649+221.7% |
| Admin fee / account holder | $16 | $338-95.4% | $13,005-99.9% | $433-96.4% |