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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,340 | $63,471+54.9% | $68,803+42.9% | $66,949+46.9% |
| Participation rate | 99.4% | 60.0%+39.4pp | 69.0%+30.3pp | 69.8%+29.5pp |
| Annual return | -15.67% | -8.29%-7.4pp | -6.37%-9.3pp | 1.57%-17.2pp |
| Employer contribution / active EE | $2,115 | $1,776+19.1% | $2,656-20.4% | $2,545-16.9% |
| Participant deferral / active EE | $9,948 | $2,946+237.7% | $3,942+152.4% | $4,239+134.7% |
| Admin fee / account holder | $18 | $578-97.0% | $4,936-99.6% | $594-97.0% |