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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,402 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,148 | $102,385-22.7% | $147,080-46.2% | $80,935-2.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.43% | 135.09%-118.7pp | 420.17%-403.7pp | 35.66%-19.2pp |
| Employer contribution / active EE | $3,143 | $3,717-15.4% | $4,933-36.3% | $2,757+14.0% |
| Participant deferral / active EE | $11,348 | $6,651+70.6% | $8,066+40.7% | $4,299+163.9% |
| Admin fee / account holder | $9 | $7,951-99.9% | $12,989-99.9% | $6,924-99.9% |