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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,623 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,474 | $102,393-14.6% | $147,041-40.5% | $80,911+8.1% |
| Participation rate | 78.7% | 75.9%+2.8pp | 82.2%-3.5pp | 67.6%+11.0pp |
| Annual return | 16.06% | 134.95%-118.9pp | 419.21%-403.2pp | 35.63%-19.6pp |
| Employer contribution / active EE | $4,231 | $3,715+13.9% | $4,935-14.3% | $2,756+53.5% |
| Participant deferral / active EE | $9,603 | $6,647+44.5% | $8,071+19.0% | $4,297+123.5% |
| Admin fee / account holder | $26 | $7,943-99.7% | $13,006-99.8% | $6,935-99.6% |