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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,066 | $91,424-27.7% | $135,942-51.4% | $71,495-7.6% |
| Participation rate | 93.2% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 28.07% | 29.90%-1.8pp | 68.28%-40.2pp | 28.85%-0.8pp |
| Employer contribution / active EE | $6,093 | $3,704+64.5% | $4,858+25.4% | $2,589+135.3% |
| Participant deferral / active EE | $19,586 | $7,092+176.2% | $7,759+152.4% | $4,291+356.5% |
| Admin fee / account holder | $17 | $1,266-98.7% | $10,764-99.8% | $1,588-98.9% |