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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,738 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,006 | $51,638+229.2% | $68,368+148.7% | $82,448+106.2% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 16.65% | 37.53%-20.9pp | 292.57%-275.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $6,234 | $2,047+204.6% | $2,649+135.3% | $2,551+144.4% |
| Participant deferral / active EE | $13,331 | $2,914+357.6% | $4,123+223.4% | $4,139+222.1% |
| Admin fee / account holder | $68 | $4,643-98.5% | $5,150-98.7% | $7,234-99.1% |