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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 | $106,164-17.0% | $147,041-40.1% | $77,692+13.4% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.3pp | 70.6%+27.8pp |
| Annual return | 25.77% | 56.81%-31.0pp | 419.21%-393.4pp | 31.25%-5.5pp |
| Employer contribution / active EE | $8,614 | $4,066+111.8% | $4,935+74.6% | $2,726+216.0% |
| Participant deferral / active EE | $17,098 | $7,993+113.9% | $8,071+111.8% | $4,648+267.8% |
| Admin fee / account holder | $10 | $338-97.2% | $13,006-99.9% | $431-97.8% |