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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,411 | $84,487+149.0% | $125,358+67.8% | $66,923+214.4% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.3pp | 69.8%+28.9pp |
| Annual return | -14.82% | -8.39%-6.4pp | 572.03%-586.8pp | 1.58%-16.4pp |
| Employer contribution / active EE | $4,470 | $3,553+25.8% | $4,814-7.1% | $2,545+75.7% |
| Participant deferral / active EE | $8,676 | $6,781+27.9% | $7,447+16.5% | $4,237+104.7% |
| Admin fee / account holder | $1 | $685-99.9% | $10,007-100.0% | $593-99.8% |