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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,543 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,859 | $130,294-35.6% | $170,043-50.7% | $71,511+17.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 22.13% | 20.36%+1.8pp | 53.40%-31.3pp | 28.86%-6.7pp |
| Employer contribution / active EE | $3,120 | $4,385-28.8% | $6,790-54.0% | $2,589+20.5% |
| Participant deferral / active EE | $7,763 | $6,928+12.1% | $10,410-25.4% | $4,291+80.9% |
| Admin fee / account holder | $91 | $966-90.6% | $12,824-99.3% | $1,588-94.3% |