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| 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 | $52,293+85.6% | $178,499-45.6% | $73,412+32.2% |
| Participation rate | 97.6% | 65.3%+32.2pp | 81.9%+15.6pp | 72.2%+25.4pp |
| Annual return | 20.29% | 34.75%-14.5pp | 151.10%-130.8pp | 59.30%-39.0pp |
| Employer contribution / active EE | $5,454 | $1,735+214.3% | $5,011+8.8% | $2,234+144.2% |
| Participant deferral / active EE | $1,327 | $2,332-43.1% | $5,202-74.5% | $3,806-65.1% |
| Admin fee / account holder | $41 | $127-68.1% | $13,986-99.7% | $158-74.3% |