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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 | $79,169-32.1% | $100,415-46.4% | $74,478-27.8% |
| Participation rate | 99.1% | 79.4%+19.7pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 17.92% | 20.51%-2.6pp | 49.47%-31.6pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $3,351 | $3,017+11.1% | $3,943-15.0% | $2,626+27.6% |
| Participant deferral / active EE | $8,572 | $7,751+10.6% | $8,091+5.9% | $4,350+97.0% |
| Admin fee / account holder | $115 | $1,337-91.4% | $7,906-98.5% | $1,946-94.1% |