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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,292 | $61,172-16.2% | $185,851-72.4% | $79,389-35.4% |
| Participation rate | 98.3% | 66.6%+31.7pp | 81.7%+16.6pp | 70.7%+27.6pp |
| Annual return | 14.71% | 19.45%-4.7pp | 122.11%-107.4pp | 116.89%-102.2pp |
| Employer contribution / active EE | $2,566 | $2,321+10.6% | $5,168-50.4% | $2,428+5.7% |
| Participant deferral / active EE | $2,723 | $2,788-2.3% | $5,569-51.1% | $4,046-32.7% |
| Admin fee / account holder | $6 | $710-99.2% | $16,245-100.0% | $626-99.1% |