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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,973 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,244 | $80,354+55.9% | $133,975-6.5% | $63,975+95.8% |
| Participation rate | 98.4% | 87.5%+10.9pp | 87.1%+11.3pp | 71.1%+27.3pp |
| Annual return | 8.99% | 13.11%-4.1pp | 29.29%-20.3pp | 48.65%-39.7pp |
| Employer contribution / active EE | $3,462 | $3,503-1.2% | $5,211-33.6% | $2,182+58.7% |
| Participant deferral / active EE | $6,834 | $5,239+30.5% | $6,282+8.8% | $3,356+103.6% |
| Admin fee / account holder | $9 | $69-87.4% | $9,324-99.9% | $70-87.6% |