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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,809 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,589 | $95,369+149.1% | $135,942+74.8% | $74,440+219.2% |
| Participation rate | 95.9% | 78.2%+17.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 21.08% | 32.72%-11.6pp | 68.28%-47.2pp | 34.37%-13.3pp |
| Employer contribution / active EE | $8,619 | $3,878+122.3% | $4,858+77.4% | $2,638+226.8% |
| Participant deferral / active EE | $10,579 | $7,788+35.8% | $7,759+36.3% | $4,529+133.6% |
| Admin fee / account holder | $37 | $266-86.2% | $10,764-99.7% | $348-89.4% |