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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,281 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,922 | $54,590-43.4% | $81,716-62.2% | $73,493-57.9% |
| Participation rate | 96.2% | 68.3%+27.9pp | 72.0%+24.2pp | 70.7%+25.5pp |
| Annual return | 20.04% | 17.74%+2.3pp | 29.49%-9.5pp | 28.51%-8.5pp |
| Employer contribution / active EE | $2,223 | $1,636+35.9% | $4,310-48.4% | $2,270-2.1% |
| Participant deferral / active EE | $4,026 | $2,759+45.9% | $7,108-43.4% | $3,740+7.6% |
| Admin fee / account holder | $169 | $592-71.4% | $5,159-96.7% | $513-67.0% |