| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,488 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,054 | $52,303+85.6% | $178,510-45.6% | $73,415+32.2% |
| Participation rate | 97.6% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.4pp |
| Annual return | 20.29% | 34.76%-14.5pp | 151.13%-130.8pp | 59.30%-39.0pp |
| Employer contribution / active EE | $5,454 | $1,737+214.1% | $5,011+8.8% | $2,234+144.2% |
| Participant deferral / active EE | $1,327 | $2,334-43.1% | $5,202-74.5% | $3,806-65.1% |
| Admin fee / account holder | $41 | $127-68.1% | $13,988-99.7% | $158-74.3% |