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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 | $102,382-22.7% | $147,005-46.2% | $80,874-2.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.43% | 134.89%-118.5pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $3,143 | $3,715-15.4% | $4,934-36.3% | $2,756+14.1% |
| Participant deferral / active EE | $11,348 | $6,646+70.7% | $8,070+40.6% | $4,297+164.1% |
| Admin fee / account holder | $9 | $7,942-99.9% | $13,006-99.9% | $6,935-99.9% |