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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-2186884 | Recordkeeping | $19,088 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,239 | $106,230+1.9% | $147,080-26.4% | $77,736+39.2% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.5pp | 70.6%+26.0pp |
| Annual return | 16.42% | 56.91%-40.5pp | 420.17%-403.7pp | 31.26%-14.8pp |
| Employer contribution / active EE | $3,016 | $4,072-25.9% | $4,933-38.9% | $2,728+10.6% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $338-94.6% | $12,989-99.9% | $433-95.8% |