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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 | $55,437+21.5% | $155,534-56.7% | $74,459-9.5% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 13.28% | 269.58%-256.3pp | 64.92%-51.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $2,225 | $2,266-1.8% | $4,675-52.4% | $2,626-15.3% |
| Participant deferral / active EE | $2,460 | $2,837-13.3% | $5,630-56.3% | $4,350-43.4% |
| Admin fee / account holder | $26 | $1,742-98.5% | $15,900-99.8% | $1,945-98.7% |