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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,531 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,774 | $78,976-31.9% | $100,383-46.4% | $74,546-27.9% |
| Participation rate | 99.1% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 17.92% | 20.62%-2.7pp | 49.26%-31.3pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $3,351 | $3,019+11.0% | $3,944-15.0% | $2,624+27.7% |
| Participant deferral / active EE | $8,572 | $7,758+10.5% | $8,086+6.0% | $4,347+97.2% |
| Admin fee / account holder | $115 | $1,330-91.4% | $7,900-98.5% | $1,944-94.1% |