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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 | $127,689-9.9% | $146,866-21.6% | $65,191+76.5% |
| Participation rate | 96.5% | 68.4%+28.2pp | 82.5%+14.0pp | 63.0%+33.5pp |
| Annual return | 11.90% | 22.89%-11.0pp | 102.85%-91.0pp | 51.24%-39.3pp |
| Employer contribution / active EE | $3,116 | $4,150-24.9% | $4,425-29.6% | $2,400+29.8% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $7,759-100.0% | $2,671-100.0% |
| Admin fee / account holder | $18 | $1,041-98.2% | $13,620-99.9% | $907-98.0% |