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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $20,098 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,310 | $91,424+15.2% | $135,942-22.5% | $71,495+47.3% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 17.84% | 29.90%-12.1pp | 68.28%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $9,023 | $3,704+143.6% | $4,858+85.8% | $2,589+248.5% |
| Participant deferral / active EE | $9,475 | $7,092+33.6% | $7,759+22.1% | $4,291+120.8% |
| Admin fee / account holder | $114 | $1,266-91.0% | $10,764-98.9% | $1,588-92.8% |