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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,867 | $93,589-8.3% | $135,942-36.8% | $75,181+14.2% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 22.29% | 30.90%-8.6pp | 68.28%-46.0pp | 160.69%-138.4pp |
| Employer contribution / active EE | $7,834 | $3,537+121.5% | $4,858+61.3% | $2,671+193.4% |
| Participant deferral / active EE | $17,215 | $6,405+168.8% | $7,759+121.9% | $4,126+317.3% |
| Admin fee / account holder | $16 | $6,977-99.8% | $10,764-99.9% | $5,650-99.7% |