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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,067 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,034 | $101,653+56.4% | $147,080+8.1% | $74,459+113.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 24.05% | 8754.98%-8730.9pp | 420.17%-396.1pp | 1369.70%-1345.6pp |
| Employer contribution / active EE | $17,495 | $3,813+358.8% | $4,933+254.6% | $2,626+566.3% |
| Participant deferral / active EE | $18,801 | $7,304+157.4% | $8,066+133.1% | $4,350+332.3% |
| Admin fee / account holder | $43 | $1,752-97.5% | $12,989-99.7% | $1,945-97.8% |