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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,180 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,039 | $86,922-50.5% | $102,438-58.0% | $80,874-46.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.37% | 18.90%-3.5pp | 29.37%-14.0pp | 35.62%-20.2pp |
| Employer contribution / active EE | $7,653 | $2,369+223.0% | $3,024+153.1% | $2,756+177.7% |
| Participant deferral / active EE | $9,331 | $4,119+126.6% | $5,054+84.7% | $4,297+117.2% |
| Admin fee / account holder | $1 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |