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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,541 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,376 | $91,179-4.2% | $178,499-51.0% | $79,852+9.4% |
| Participation rate | 85.1% | 69.2%+15.9pp | 81.9%+3.1pp | 69.6%+15.4pp |
| Annual return | 16.80% | 24.19%-7.4pp | 151.10%-134.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $4,884 | $3,256+50.0% | $5,011-2.5% | $2,471+97.7% |
| Participant deferral / active EE | $2,803 | $3,236-13.4% | $5,202-46.1% | $3,740-25.1% |
| Admin fee / account holder | $81 | $6,749-98.8% | $13,986-99.4% | $5,306-98.5% |