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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 | $61,125+178.1% | $94,057+80.7% | $87,485+94.3% |
| Participation rate | 92.3% | 64.1%+28.2pp | 73.3%+19.0pp | 68.9%+23.4pp |
| Annual return | 16.65% | 35.20%-18.5pp | 480.62%-464.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $6,234 | $2,136+191.8% | $2,933+112.5% | $2,596+140.1% |
| Participant deferral / active EE | $13,331 | $3,260+308.9% | $4,709+183.1% | $4,274+211.9% |
| Admin fee / account holder | $68 | $5,629-98.8% | $7,244-99.1% | $7,775-99.1% |