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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,404 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,554 | $91,536-36.0% | $130,062-55.0% | $75,177-22.1% |
| Participation rate | 98.6% | 71.5%+27.1pp | 78.5%+20.0pp | 67.2%+31.3pp |
| Annual return | 20.34% | -631.62%+652.0pp | -137.37%+157.7pp | 160.75%-140.4pp |
| Employer contribution / active EE | $6,838 | $2,845+140.4% | $4,322+58.2% | $2,671+156.0% |
| Participant deferral / active EE | $14,848 | $4,343+241.9% | $5,821+155.1% | $4,126+259.8% |
| Admin fee / account holder | $40 | $6,780-99.4% | $10,601-99.6% | $5,651-99.3% |