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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,817 | $65,376+172.0% | $87,104+104.1% | $65,185+172.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 19.00% | 31.27%-12.3pp | 28.19%-9.2pp | 29.38%-10.4pp |
| Employer contribution / active EE | $4,416 | $1,822+142.3% | $2,521+75.1% | $2,177+102.9% |
| Participant deferral / active EE | $5,571 | $3,388+64.4% | $4,048+37.6% | $3,514+58.5% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |