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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,519 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,542 | $61,172-23.9% | $185,851-75.0% | $79,389-41.4% |
| Participation rate | 85.7% | 66.6%+19.1pp | 81.7%+4.0pp | 70.7%+15.0pp |
| Annual return | 15.88% | 19.45%-3.6pp | 122.11%-106.2pp | 116.89%-101.0pp |
| Employer contribution / active EE | $2,899 | $2,321+24.9% | $5,168-43.9% | $2,428+19.4% |
| Participant deferral / active EE | $4,941 | $2,788+77.2% | $5,569-11.3% | $4,046+22.1% |
| Admin fee / account holder | $20 | $710-97.2% | $16,245-99.9% | $626-96.8% |