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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,461 | $101,653-48.4% | $147,080-64.3% | $74,459-29.5% |
| Participation rate | 81.6% | 75.6%+6.1pp | 82.2%-0.5pp | 67.2%+14.4pp |
| Annual return | 33.33% | 8754.98%-8721.6pp | 420.17%-386.8pp | 1369.70%-1336.4pp |
| Employer contribution / active EE | $4,515 | $3,813+18.4% | $4,933-8.5% | $2,626+72.0% |
| Participant deferral / active EE | $9,554 | $7,304+30.8% | $8,066+18.4% | $4,350+119.6% |
| Admin fee / account holder | $17 | $1,752-99.0% | $12,989-99.9% | $1,945-99.1% |