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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,408 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,149 | $57,305+135.8% | $86,640+56.0% | $75,173+79.8% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 17.85% | 2674.24%-2656.4pp | 592.52%-574.7pp | 160.72%-142.9pp |
| Employer contribution / active EE | $6,039 | $2,316+160.7% | $3,024+99.7% | $2,671+126.1% |
| Participant deferral / active EE | $13,457 | $3,320+305.4% | $4,438+203.2% | $4,126+226.1% |
| Admin fee / account holder | $72 | $4,116-98.2% | $5,616-98.7% | $5,651-98.7% |