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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,505 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,375 | $55,472+21.5% | $155,567-56.7% | $74,546-9.6% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 13.28% | 268.72%-255.4pp | 64.74%-51.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,225 | $2,269-1.9% | $4,674-52.4% | $2,624-15.2% |
| Participant deferral / active EE | $2,460 | $2,838-13.3% | $5,628-56.3% | $4,347-43.4% |
| Admin fee / account holder | $26 | $1,743-98.5% | $15,916-99.8% | $1,944-98.7% |