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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $705 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,185 | $91,474+53.3% | $135,982+3.1% | $71,529+96.0% |
| Participation rate | 98.1% | 75.7%+22.4pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 18.47% | 29.89%-11.4pp | 68.32%-49.9pp | 28.97%-10.5pp |
| Employer contribution / active EE | $3,298 | $3,705-11.0% | $4,859-32.1% | $2,590+27.4% |
| Participant deferral / active EE | $8,251 | $7,095+16.3% | $7,760+6.3% | $4,291+92.3% |
| Admin fee / account holder | $5 | $1,267-99.6% | $10,767-100.0% | $1,588-99.7% |