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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,434 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,067 | $106,749-11.9% | $145,433-35.3% | $82,448+14.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.46% | 27.59%-5.1pp | 66.58%-44.1pp | 41.64%-19.2pp |
| Employer contribution / active EE | $2,779 | $3,444-19.3% | $4,554-39.0% | $2,551+8.9% |
| Participant deferral / active EE | $29,670 | $6,519+355.2% | $7,897+275.7% | $4,139+616.8% |
| Admin fee / account holder | $48 | $8,390-99.4% | $13,129-99.6% | $7,234-99.3% |