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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,158 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,834 | $88,360+53.7% | $145,433-6.6% | $67,986+99.8% |
| Participation rate | 99.5% | 65.5%+34.0pp | 82.1%+17.4pp | 57.2%+42.3pp |
| Annual return | 22.21% | 63.15%-40.9pp | 66.58%-44.4pp | 31.67%-9.5pp |
| Employer contribution / active EE | $10,284 | $3,054+236.7% | $4,554+125.8% | $2,019+409.4% |
| Participant deferral / active EE | $9,610 | $5,932+62.0% | $7,897+21.7% | $3,358+186.2% |
| Admin fee / account holder | $110 | $3,313-96.7% | $13,129-99.2% | $3,203-96.6% |