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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,329 | $91,439-32.9% | $135,974-54.9% | $71,511-14.2% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 35.06% | 29.90%+5.2pp | 68.30%-33.2pp | 28.86%+6.2pp |
| Employer contribution / active EE | $7,526 | $3,705+103.1% | $4,859+54.9% | $2,589+190.7% |
| Participant deferral / active EE | $15,606 | $7,093+120.0% | $7,760+101.1% | $4,291+263.7% |
| Admin fee / account holder | $6 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |