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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,588 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,155 | $100,272-29.0% | $170,055-58.2% | $74,478-4.5% |
| Participation rate | 99.5% | 87.4%+12.1pp | 87.0%+12.5pp | 70.7%+28.7pp |
| Annual return | 16.12% | 66.12%-50.0pp | 53.43%-37.3pp | 34.37%-18.2pp |
| Employer contribution / active EE | $3,203 | $4,266-24.9% | $6,790-52.8% | $2,637+21.5% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $43 | $235-81.6% | $12,828-99.7% | $347-87.6% |