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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,265 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,568 | $101,653-29.6% | $147,080-51.3% | $74,459-3.9% |
| Participation rate | 80.3% | 75.6%+4.8pp | 82.2%-1.8pp | 67.2%+13.1pp |
| Annual return | 16.18% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $4,376 | $3,813+14.8% | $4,933-11.3% | $2,626+66.7% |
| Participant deferral / active EE | $9,647 | $7,304+32.1% | $8,066+19.6% | $4,350+121.8% |
| Admin fee / account holder | $10 | $1,752-99.4% | $12,989-99.9% | $1,945-99.5% |