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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,833 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,080 | $101,591+8.4% | $147,096-25.2% | $74,429+47.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.12% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $9,274 | $3,813+143.3% | $4,936+87.9% | $2,625+253.3% |
| Participant deferral / active EE | $9,212 | $7,302+26.2% | $8,071+14.1% | $4,348+111.9% |
| Admin fee / account holder | $104 | $1,750-94.0% | $13,005-99.2% | $1,944-94.6% |