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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,933 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,419 | $80,748+30.6% | $102,383+3.0% | $74,429+41.6% |
| Participation rate | 71.6% | 65.7%+5.9pp | 74.5%-2.9pp | 67.2%+4.3pp |
| Annual return | 13.91% | 27.57%-13.7pp | 24.94%-11.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,225 | $3,159-61.2% | $3,870-68.3% | $2,625-53.3% |
| Participant deferral / active EE | $8,185 | $3,861+112.0% | $5,060+61.8% | $4,348+88.2% |
| Admin fee / account holder | $86 | $2,371-96.4% | $8,391-99.0% | $1,944-95.6% |