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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,854 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,791 | $73,638-52.8% | $108,410-67.9% | $79,393-56.2% |
| Participation rate | 82.0% | 77.4%+4.6pp | 80.1%+1.8pp | 70.7%+11.3pp |
| Annual return | 16.82% | 33.27%-16.4pp | 905.34%-888.5pp | 116.87%-100.0pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,799 | $6,218-22.8% | $6,562-26.9% | $4,046+18.6% |
| Admin fee / account holder | $19 | $638-96.9% | $7,296-99.7% | $627-96.9% |