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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 | $79,045-32.0% | $100,378-46.4% | $74,429-27.8% |
| Participation rate | 99.1% | 79.4%+19.7pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 17.92% | 20.61%-2.7pp | 49.41%-31.5pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $3,351 | $3,015+11.1% | $3,942-15.0% | $2,625+27.7% |
| Participant deferral / active EE | $8,572 | $7,751+10.6% | $8,087+6.0% | $4,348+97.1% |
| Admin fee / account holder | $115 | $1,335-91.4% | $7,899-98.5% | $1,944-94.1% |