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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $207,472 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,285 | $115,744-32.4% | $100,392-22.0% | $199,960-60.8% |
| Participation rate | 98.1% | 85.7%+12.4pp | 81.5%+16.6pp | 72.0%+26.1pp |
| Annual return | 13.91% | 17.79%-3.9pp | 49.45%-35.5pp | 34.28%-20.4pp |
| Employer contribution / active EE | $4,284 | $3,657+17.1% | $3,941+8.7% | $3,036+41.1% |
| Participant deferral / active EE | $10,162 | $9,844+3.2% | $8,090+25.6% | $5,087+99.8% |
| Admin fee / account holder | $76 | $93-18.7% | $7,904-99.0% | $269-71.9% |