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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,839 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,032 | $51,207+136.4% | $70,565+71.5% | $71,529+69.2% |
| Participation rate | 98.0% | 59.4%+38.6pp | 68.4%+29.6pp | 67.9%+30.0pp |
| Annual return | 18.96% | 42.71%-23.8pp | 32.79%-13.8pp | 28.97%-10.0pp |
| Employer contribution / active EE | $4,074 | $1,795+127.0% | $2,976+36.9% | $2,590+57.3% |
| Participant deferral / active EE | $9,770 | $3,033+222.1% | $4,568+113.9% | $4,291+127.7% |
| Admin fee / account holder | $20 | $2,002-99.0% | $6,430-99.7% | $1,588-98.7% |