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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,805 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,096 | $106,247-17.1% | $147,096-40.1% | $77,714+13.4% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 25.77% | 56.87%-31.1pp | 419.75%-394.0pp | 31.26%-5.5pp |
| Employer contribution / active EE | $8,614 | $4,069+111.7% | $4,936+74.5% | $2,727+215.9% |
| Participant deferral / active EE | $17,098 | $7,996+113.8% | $8,071+111.8% | $4,649+267.8% |
| Admin fee / account holder | $10 | $338-97.2% | $13,005-99.9% | $433-97.8% |