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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,684 | $36,904+178.2% | $158,223-35.1% | $65,191+57.5% |
| Participation rate | 97.4% | 62.1%+35.3pp | 79.2%+18.2pp | 63.0%+34.4pp |
| Annual return | 12.51% | 24.43%-11.9pp | 52.09%-39.6pp | 51.24%-38.7pp |
| Employer contribution / active EE | $4,818 | $1,489+223.5% | $4,109+17.3% | $2,400+100.7% |
| Participant deferral / active EE | $8,160 | $1,936+321.5% | $5,467+49.3% | $2,671+205.5% |
| Admin fee / account holder | $99 | $793-87.5% | $16,047-99.4% | $907-89.0% |