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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,667 | $68,398-11.3% | $94,664-35.9% | $75,173-19.3% |
| Participation rate | 77.1% | 76.1%+1.1pp | 80.8%-3.7pp | 67.2%+9.9pp |
| Annual return | 19.87% | 616.72%-596.8pp | 156.84%-137.0pp | 160.72%-140.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $17,706 | $6,537+170.9% | $7,417+138.7% | $4,126+329.1% |
| Admin fee / account holder | $91 | $5,324-98.3% | $7,222-98.7% | $5,651-98.4% |