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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,234 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,499 | $58,311+173.5% | $81,882+94.8% | $80,959+97.0% |
| Participation rate | 89.8% | 63.5%+26.3pp | 72.4%+17.4pp | 67.7%+22.2pp |
| Annual return | 19.05% | 41.85%-22.8pp | 779.47%-760.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $6,530 | $2,347+178.3% | $2,916+123.9% | $2,757+136.8% |
| Participant deferral / active EE | $13,595 | $3,287+313.6% | $4,323+214.5% | $4,300+216.1% |
| Admin fee / account holder | $73 | $4,752-98.5% | $7,360-99.0% | $6,925-98.9% |