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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $121,363 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,711 | $122,128+30.0% | $147,117+7.9% | $200,096-20.7% |
| Participation rate | 97.6% | 78.2%+19.4pp | 82.2%+15.4pp | 72.0%+25.6pp |
| Annual return | 16.65% | 30.58%-13.9pp | 420.54%-403.9pp | 34.26%-17.6pp |
| Employer contribution / active EE | $3,195 | $4,093-21.9% | $4,932-35.2% | $3,038+5.2% |
| Participant deferral / active EE | $12,713 | $8,484+49.9% | $8,065+57.6% | $5,090+149.8% |
| Admin fee / account holder | $66 | $180-63.1% | $12,993-99.5% | $269-75.4% |