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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,723 | $73,638+167.1% | $95,964+105.0% | $73,497+167.7% |
| Participation rate | 99.4% | 76.2%+23.2pp | 77.1%+22.3pp | 70.7%+28.7pp |
| Annual return | 12.42% | 16.78%-4.4pp | 91.64%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $4,663 | $1,863+150.3% | $2,541+83.5% | $2,270+105.4% |
| Participant deferral / active EE | $5,742 | $3,617+58.8% | $4,167+37.8% | $3,740+53.5% |
| Admin fee / account holder | $3 | $482-99.4% | $6,797-100.0% | $513-99.4% |