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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,653 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,437 | $101,499-42.4% | $147,005-60.2% | $74,546-21.6% |
| Participation rate | 87.4% | 75.5%+11.9pp | 82.2%+5.2pp | 67.2%+20.2pp |
| Annual return | 22.57% | 8732.34%-8709.8pp | 418.76%-396.2pp | 1366.03%-1343.5pp |
| Employer contribution / active EE | $5,579 | $3,811+46.4% | $4,934+13.1% | $2,624+112.6% |
| Participant deferral / active EE | $11,803 | $7,304+61.6% | $8,070+46.3% | $4,347+171.5% |
| Admin fee / account holder | $9 | $1,748-99.5% | $13,006-99.9% | $1,944-99.5% |