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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,162 | $106,110-17.9% | $147,005-40.7% | $77,671+12.2% |
| Participation rate | 89.7% | 78.4%+11.3pp | 82.2%+7.6pp | 70.6%+19.2pp |
| Annual return | 19.89% | 56.77%-36.9pp | 418.76%-398.9pp | 31.21%-11.3pp |
| Employer contribution / active EE | $6,582 | $4,065+61.9% | $4,934+33.4% | $2,726+141.4% |
| Participant deferral / active EE | $16,532 | $7,992+106.9% | $8,070+104.9% | $4,648+255.7% |
| Admin fee / account holder | $7 | $338-97.8% | $13,006-99.9% | $430-98.3% |