| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $369,613 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,184 | $63,259+18.9% | $178,510-57.9% | $93,223-19.4% |
| Participation rate | 97.4% | 72.1%+25.3pp | 81.9%+15.5pp | 74.9%+22.5pp |
| Annual return | 17.08% | 19.93%-2.8pp | 151.13%-134.0pp | 19.29%-2.2pp |
| Employer contribution / active EE | $4,643 | $1,865+149.0% | $5,011-7.3% | $2,680+73.3% |
| Participant deferral / active EE | $1,453 | $3,372-56.9% | $5,202-72.1% | $4,563-68.2% |
| Admin fee / account holder | $36 | $58-38.7% | $13,988-99.7% | $79-55.1% |