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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,257 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,395 | $86,692+70.0% | $119,634+23.2% | $66,949+120.2% |
| Participation rate | 97.4% | 75.6%+21.8pp | 79.3%+18.2pp | 69.8%+27.6pp |
| Annual return | -16.56% | -8.00%-8.6pp | -14.98%-1.6pp | 1.57%-18.1pp |
| Employer contribution / active EE | $7,458 | $2,536+194.1% | $4,232+76.2% | $2,545+193.0% |
| Participant deferral / active EE | $3,908 | $4,360-10.4% | $5,601-30.2% | $4,239-7.8% |
| Admin fee / account holder | $159 | $755-78.9% | $10,329-98.5% | $594-73.2% |