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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $157,234 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,338 | $120,450+35.6% | $159,495+2.4% | $93,010+75.6% |
| Participation rate | 96.5% | 78.0%+18.5pp | 82.8%+13.7pp | 73.9%+22.6pp |
| Annual return | 14.78% | 27.11%-12.3pp | 263.72%-248.9pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,068 | $3,526-13.0% | $4,831-36.5% | $2,705+13.4% |
| Participant deferral / active EE | $10,548 | $7,283+44.8% | $7,354+43.4% | $4,561+131.3% |
| Admin fee / account holder | $102 | $137-25.1% | $10,804-99.1% | $152-32.5% |