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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,076 | $112,596+2.2% | $152,301-24.4% | $64,728+77.8% |
| Participation rate | 96.5% | 63.6%+32.9pp | 82.4%+14.1pp | 57.9%+38.6pp |
| Annual return | 11.90% | 23.76%-11.9pp | 80.50%-68.6pp | 49.38%-37.5pp |
| Employer contribution / active EE | $3,116 | $3,716-16.2% | $4,624-32.6% | $2,243+38.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $18 | $996-98.2% | $14,398-99.9% | $1,145-98.4% |