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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,747 | $101,672+22.7% | $147,117-15.2% | $74,478+67.5% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 16.93% | 8757.83%-8740.9pp | 420.54%-403.6pp | 1370.56%-1353.6pp |
| Employer contribution / active EE | $4,437 | $3,813+16.4% | $4,932-10.0% | $2,626+69.0% |
| Participant deferral / active EE | $9,263 | $7,305+26.8% | $8,065+14.9% | $4,350+112.9% |
| Admin fee / account holder | $84 | $1,753-95.2% | $12,993-99.4% | $1,946-95.7% |