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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 | $106,264-17.1% | $147,117-40.1% | $77,762+13.3% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 25.77% | 56.94%-31.2pp | 420.54%-394.8pp | 31.27%-5.5pp |
| Employer contribution / active EE | $8,614 | $4,074+111.4% | $4,932+74.6% | $2,728+215.8% |
| Participant deferral / active EE | $17,098 | $8,003+113.6% | $8,065+112.0% | $4,651+267.6% |
| Admin fee / account holder | $10 | $334-97.1% | $12,993-99.9% | $433-97.8% |