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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 | $50,860+133.3% | $155,574-23.7% | $77,714+52.7% |
| Participation rate | 97.1% | 63.1%+34.0pp | 78.2%+18.9pp | 70.6%+26.5pp |
| Annual return | 11.92% | 34.86%-22.9pp | 64.87%-52.9pp | 31.26%-19.3pp |
| Employer contribution / active EE | $5,915 | $1,991+197.1% | $4,676+26.5% | $2,727+116.9% |
| Participant deferral / active EE | $6,767 | $2,825+139.5% | $5,629+20.2% | $4,649+45.5% |
| Admin fee / account holder | $74 | $436-83.1% | $15,914-99.5% | $433-83.0% |