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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,837 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,296 | $101,539-19.0% | $147,041-44.0% | $74,400+10.6% |
| Participation rate | 70.3% | 75.5%-5.2pp | 82.2%-11.9pp | 67.2%+3.1pp |
| Annual return | 15.89% | 8740.84%-8725.0pp | 419.21%-403.3pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $1,144 | $3,811-70.0% | $4,935-76.8% | $2,624-56.4% |
| Participant deferral / active EE | $11,432 | $7,304+56.5% | $8,071+41.6% | $4,348+162.9% |
| Admin fee / account holder | $72 | $1,749-95.9% | $13,006-99.4% | $1,944-96.3% |