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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,760 | $79,045-13.0% | $100,378-31.5% | $74,429-7.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 81.5%-1.5pp | 67.2%+12.8pp |
| Annual return | 20.35% | 20.61%-0.3pp | 49.41%-29.1pp | 1368.38%-1348.0pp |
| Employer contribution / active EE | $3,574 | $3,015+18.5% | $3,942-9.3% | $2,625+36.1% |
| Participant deferral / active EE | $9,470 | $7,751+22.2% | $8,087+17.1% | $4,348+117.8% |
| Admin fee / account holder | $3 | $1,335-99.8% | $7,899-100.0% | $1,944-99.9% |