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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,679 | $50,902+133.2% | $155,534-23.7% | $77,736+52.7% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 11.92% | 34.85%-22.9pp | 64.92%-53.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $5,915 | $1,991+197.0% | $4,675+26.5% | $2,728+116.9% |
| Participant deferral / active EE | $6,767 | $2,824+139.6% | $5,630+20.2% | $4,651+45.5% |
| Admin fee / account holder | $74 | $437-83.1% | $15,900-99.5% | $433-83.0% |