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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,605 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,541 | $86,949-38.4% | $102,460-47.7% | $80,959-33.9% |
| Participation rate | 93.0% | 72.4%+20.6pp | 76.5%+16.5pp | 67.7%+25.3pp |
| Annual return | 16.57% | 18.89%-2.3pp | 29.47%-12.9pp | 35.67%-19.1pp |
| Employer contribution / active EE | $1,764 | $2,370-25.6% | $3,025-41.7% | $2,757-36.0% |
| Participant deferral / active EE | $15,384 | $4,121+273.3% | $5,056+204.3% | $4,300+257.7% |
| Admin fee / account holder | $21 | $8,048-99.7% | $9,460-99.8% | $6,925-99.7% |