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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,739 | $138,891-48.3% | $185,441-61.3% | $65,191+10.0% |
| Participation rate | 98.3% | 74.2%+24.1pp | 80.3%+18.0pp | 63.0%+35.3pp |
| Annual return | 12.84% | 10.99%+1.8pp | 20.16%-7.3pp | 51.24%-38.4pp |
| Employer contribution / active EE | $3,500 | $3,142+11.4% | $4,672-25.1% | $2,400+45.8% |
| Participant deferral / active EE | $4,600 | $3,459+33.0% | $6,152-25.2% | $2,671+72.2% |
| Admin fee / account holder | $24 | $864-97.3% | $17,890-99.9% | $907-97.4% |