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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,974 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,062 | $64,138+51.3% | $112,258-13.5% | $66,930+45.0% |
| Participation rate | 98.1% | 68.5%+29.6pp | 75.1%+23.0pp | 69.8%+28.3pp |
| Annual return | -16.74% | -13.81%-2.9pp | 27.47%-44.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $17,806 | $3,006+492.3% | $3,636+389.8% | $2,545+599.7% |
| Participant deferral / active EE | $2,497 | $3,694-32.4% | $4,728-47.2% | $4,238-41.1% |
| Admin fee / account holder | $70 | $625-88.7% | $6,411-98.9% | $593-88.1% |