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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,364 | $93,589-19.5% | $135,942-44.6% | $75,181+0.2% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 19.73% | 30.90%-11.2pp | 68.28%-48.6pp | 160.69%-141.0pp |
| Employer contribution / active EE | $3,981 | $3,537+12.5% | $4,858-18.1% | $2,671+49.1% |
| Participant deferral / active EE | $8,413 | $6,405+31.3% | $7,759+8.4% | $4,126+103.9% |
| Admin fee / account holder | $18 | $6,977-99.7% | $10,764-99.8% | $5,650-99.7% |