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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 | $58,258+173.8% | $81,820+94.9% | $80,925+97.1% |
| Participation rate | 89.8% | 63.5%+26.4pp | 72.4%+17.4pp | 67.7%+22.2pp |
| Annual return | 19.05% | 41.76%-22.7pp | 777.93%-758.9pp | 35.65%-16.6pp |
| Employer contribution / active EE | $6,530 | $2,345+178.4% | $2,915+124.0% | $2,756+136.9% |
| Participant deferral / active EE | $13,595 | $3,284+314.0% | $4,323+214.5% | $4,299+216.3% |
| Admin fee / account holder | $73 | $4,976-98.5% | $7,391-99.0% | $6,940-99.0% |