| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,621 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,809 | $62,941+25.2% | $172,757-54.4% | $67,584+16.6% |
| Participation rate | 98.4% | 64.5%+34.0pp | 82.6%+15.8pp | 71.3%+27.1pp |
| Annual return | 21.89% | 30.36%-8.5pp | 803.06%-781.2pp | 378.59%-356.7pp |
| Employer contribution / active EE | $4,916 | $1,636+200.4% | $5,144-4.4% | $2,148+128.9% |
| Participant deferral / active EE | $1,189 | $2,145-44.6% | $5,198-77.1% | $3,540-66.4% |
| Admin fee / account holder | $36 | $167-78.2% | $13,956-99.7% | $142-74.5% |