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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 | $101,591-48.4% | $147,096-64.3% | $74,429-29.5% |
| Participation rate | 81.6% | 75.5%+6.1pp | 82.2%-0.5pp | 67.2%+14.4pp |
| Annual return | 33.33% | 8746.45%-8713.1pp | 419.75%-386.4pp | 1368.38%-1335.1pp |
| Employer contribution / active EE | $4,515 | $3,813+18.4% | $4,936-8.5% | $2,625+72.0% |
| Participant deferral / active EE | $9,554 | $7,302+30.8% | $8,071+18.4% | $4,348+119.7% |
| Admin fee / account holder | $17 | $1,750-99.0% | $13,005-99.9% | $1,944-99.1% |