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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-2186884 | Recordkeeping | $18,539 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,394 | $82,188+2.7% | $125,391-32.7% | $64,824+30.2% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | -12.72% | 3.50%-16.2pp | 572.41%-585.1pp | 32.84%-45.6pp |
| Employer contribution / active EE | $3,533 | $3,617-2.3% | $4,816-26.6% | $2,507+40.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $18 | $163-88.9% | $10,009-99.8% | $188-90.4% |