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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,355 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,294 | $61,391-36.0% | $149,723-73.8% | $71,529-45.1% |
| Participation rate | 83.8% | 62.5%+21.3pp | 78.8%+5.0pp | 67.9%+15.9pp |
| Annual return | 21.24% | 35.88%-14.6pp | 134.50%-113.3pp | 28.97%-7.7pp |
| Employer contribution / active EE | $2,766 | $2,384+16.0% | $4,821-42.6% | $2,590+6.8% |
| Participant deferral / active EE | $4,583 | $2,921+56.9% | $5,682-19.3% | $4,291+6.8% |
| Admin fee / account holder | $27 | $1,264-97.9% | $13,215-99.8% | $1,588-98.3% |