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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,759 | $61,125+53.4% | $94,057-0.3% | $87,485+7.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 15.62% | 35.20%-19.6pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $16,334 | $2,136+664.5% | $2,933+456.9% | $2,596+529.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $90 | $5,629-98.4% | $7,244-98.8% | $7,775-98.8% |