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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,051 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,852 | $75,760+50.3% | $123,105-7.5% | $59,188+92.4% |
| Participation rate | 98.8% | 86.0%+12.8pp | 86.8%+12.1pp | 69.4%+29.4pp |
| Annual return | -0.17% | 2.93%-3.1pp | 13.22%-13.4pp | 5.51%-5.7pp |
| Employer contribution / active EE | $3,493 | $3,415+2.3% | $5,151-32.2% | $2,098+66.5% |
| Participant deferral / active EE | $6,728 | $5,000+34.5% | $6,229+8.0% | $3,265+106.1% |
| Admin fee / account holder | $8 | $61-86.0% | $9,014-99.9% | $92-90.8% |