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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,383 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,392 | $59,006-14.6% | $97,161-48.1% | $74,400-32.3% |
| Participation rate | 78.9% | 63.7%+15.2pp | 72.7%+6.2pp | 67.2%+11.7pp |
| Annual return | 22.12% | 16.04%+6.1pp | 75.36%-53.2pp | 1367.51%-1345.4pp |
| Employer contribution / active EE | $2,384 | $1,894+25.9% | $2,723-12.4% | $2,624-9.1% |
| Participant deferral / active EE | $4,903 | $3,671+33.6% | $4,265+15.0% | $4,348+12.8% |
| Admin fee / account holder | $9 | $1,974-99.5% | $5,647-99.8% | $1,944-99.5% |