Filed July 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,713 | $62,581+33.8% | $124,693-32.9% | $86,813-3.6% |
| Participation rate | 95.8% | 56.9%+38.9pp | 74.6%+21.2pp | 72.3%+23.5pp |
| Annual return | 15.04% | 26.67%-11.6pp | 5144.19%-5129.1pp | 97.93%-82.9pp |
| Employer contribution / active EE | $4,266 | $1,604+166.0% | $3,324+28.3% | $2,406+77.3% |
| Participant deferral / active EE | $3,033 | $2,725+11.3% | $4,615-34.3% | $4,131-26.6% |
| Admin fee / account holder | $65 | $170-61.9% | $7,494-99.1% | $170-61.9% |