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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 | $130,795-45.2% | $173,730-58.7% | $64,728+10.8% |
| Participation rate | 98.3% | 69.9%+28.4pp | 79.6%+18.7pp | 57.9%+40.4pp |
| Annual return | 12.84% | 13.01%-0.2pp | 19.96%-7.1pp | 49.38%-36.5pp |
| Employer contribution / active EE | $3,500 | $2,914+20.1% | $4,577-23.5% | $2,243+56.1% |
| Participant deferral / active EE | $4,600 | $3,477+32.3% | $6,326-27.3% | $2,729+68.5% |
| Admin fee / account holder | $24 | $1,356-98.3% | $17,523-99.9% | $1,145-97.9% |