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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $28,035 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,711 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,294 | $55,437+218.0% | $155,534+13.3% | $74,459+136.8% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+31.9pp |
| Annual return | 14.18% | 269.58%-255.4pp | 64.92%-50.7pp | 1369.70%-1355.5pp |
| Employer contribution / active EE | $7,341 | $2,266+223.9% | $4,675+57.0% | $2,626+179.6% |
| Participant deferral / active EE | $5,950 | $2,837+109.7% | $5,630+5.7% | $4,350+36.8% |
| Admin fee / account holder | $106 | $1,742-93.9% | $15,900-99.3% | $1,945-94.5% |