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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,125 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,502 | $91,439+95.2% | $135,974+31.3% | $71,511+149.6% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 28.12% | 29.90%-1.8pp | 68.30%-40.2pp | 28.86%-0.7pp |
| Employer contribution / active EE | $8,799 | $3,705+137.5% | $4,859+81.1% | $2,589+239.9% |
| Participant deferral / active EE | $13,738 | $7,093+93.7% | $7,760+77.0% | $4,291+220.2% |
| Admin fee / account holder | $7 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |