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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,020 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,201 | $121,341-20.7% | $189,520-49.2% | $79,393+21.2% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.8%+9.8pp | 70.7%+26.9pp |
| Annual return | 13.60% | 21.08%-7.5pp | 555.25%-541.6pp | 116.87%-103.3pp |
| Employer contribution / active EE | $2,675 | $3,915-31.7% | $6,161-56.6% | $2,428+10.2% |
| Participant deferral / active EE | $6,367 | $6,395-0.4% | $8,220-22.5% | $4,046+57.4% |
| Admin fee / account holder | $71 | $651-89.1% | $12,046-99.4% | $627-88.6% |