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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,755 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,696 | $63,471-72.1% | $68,808-74.3% | $66,938-73.6% |
| Participation rate | 94.1% | 60.0%+34.1pp | 69.0%+25.1pp | 69.8%+24.3pp |
| Annual return | -17.25% | -8.29%-9.0pp | -6.37%-10.9pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,308 | $1,776-26.3% | $2,656-50.7% | $2,545-48.6% |
| Participant deferral / active EE | $4,518 | $2,946+53.4% | $3,942+14.6% | $4,238+6.6% |
| Admin fee / account holder | $101 | $578-82.6% | $4,936-98.0% | $594-83.1% |