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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,890 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,457 | $54,370-55.0% | $82,763-70.4% | $68,490-64.3% |
| Participation rate | 91.8% | 63.9%+27.8pp | 72.6%+19.2pp | 67.9%+23.9pp |
| Annual return | -17.44% | -13.67%-3.8pp | 702.45%-719.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,257 | $2,219+1.7% | $3,008-25.0% | $2,597-13.1% |
| Participant deferral / active EE | $3,999 | $3,247+23.2% | $4,395-9.0% | $4,028-0.7% |
| Admin fee / account holder | $121 | $4,398-97.3% | $5,325-97.7% | $5,403-97.8% |