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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,314 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,698 | $104,497-17.0% | $159,487-45.6% | $79,389+9.2% |
| Participation rate | 99.1% | 76.6%+22.5pp | 82.8%+16.3pp | 70.7%+28.4pp |
| Annual return | 16.42% | 67.98%-51.6pp | 263.71%-247.3pp | 116.89%-100.5pp |
| Employer contribution / active EE | $2,991 | $3,418-12.5% | $4,831-38.1% | $2,428+23.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $8 | $711-98.8% | $10,804-99.9% | $626-98.7% |