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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 | $102,422-14.6% | $147,117-40.5% | $80,959+8.0% |
| Participation rate | 78.7% | 75.9%+2.8pp | 82.2%-3.5pp | 67.7%+11.0pp |
| Annual return | 16.06% | 135.16%-119.1pp | 420.54%-404.5pp | 35.67%-19.6pp |
| Employer contribution / active EE | $4,231 | $3,717+13.8% | $4,932-14.2% | $2,757+53.4% |
| Participant deferral / active EE | $9,603 | $6,652+44.4% | $8,065+19.1% | $4,300+123.3% |
| Admin fee / account holder | $26 | $7,953-99.7% | $12,993-99.8% | $6,925-99.6% |