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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,701 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,680 | $79,438-46.3% | $106,554-59.9% | $79,389-46.2% |
| Participation rate | 78.3% | 74.2%+4.2pp | 76.1%+2.2pp | 70.7%+7.6pp |
| Annual return | 15.51% | 18.27%-2.8pp | 26.80%-11.3pp | 116.89%-101.4pp |
| Employer contribution / active EE | $2,361 | $2,235+5.6% | $2,819-16.3% | $2,428-2.8% |
| Participant deferral / active EE | $3,046 | $3,824-20.4% | $4,398-30.8% | $4,046-24.7% |
| Admin fee / account holder | $54 | $523-89.7% | $7,408-99.3% | $626-91.4% |