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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $791 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,185 | $60,788+158.6% | $85,705+83.4% | $79,389+98.0% |
| Participation rate | 96.1% | 62.1%+33.9pp | 69.9%+26.2pp | 70.7%+25.4pp |
| Annual return | 15.70% | 16.57%-0.9pp | 21.49%-5.8pp | 116.89%-101.2pp |
| Employer contribution / active EE | $4,042 | $1,664+142.8% | $2,619+54.3% | $2,428+66.5% |
| Participant deferral / active EE | $9,264 | $2,920+217.2% | $3,924+136.1% | $4,046+129.0% |
| Admin fee / account holder | $13 | $439-97.1% | $6,877-99.8% | $626-97.9% |