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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,566 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,748 | $104,336-61.9% | $159,474-75.1% | $86,821-54.2% |
| Participation rate | 79.5% | 77.7%+1.8pp | 82.8%-3.3pp | 72.3%+7.2pp |
| Annual return | 33.57% | 26.32%+7.2pp | 263.68%-230.1pp | 97.94%-64.4pp |
| Employer contribution / active EE | $2,618 | $3,451-24.1% | $4,831-45.8% | $2,406+8.8% |
| Participant deferral / active EE | $8,268 | $6,837+20.9% | $7,353+12.4% | $4,132+100.1% |
| Admin fee / account holder | $72 | $172-58.2% | $10,802-99.3% | $170-57.5% |