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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,767 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,053 | $106,110-52.8% | $147,005-66.0% | $77,671-35.6% |
| Participation rate | 95.7% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 18.71% | 56.77%-38.1pp | 418.76%-400.1pp | 31.21%-12.5pp |
| Employer contribution / active EE | $2,568 | $4,065-36.8% | $4,934-48.0% | $2,726-5.8% |
| Participant deferral / active EE | $7,081 | $7,992-11.4% | $8,070-12.3% | $4,648+52.3% |
| Admin fee / account holder | $105 | $338-68.8% | $13,006-99.2% | $430-75.5% |