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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,845 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,125 | $65,125-38.4% | $143,797-72.1% | $66,949-40.1% |
| Participation rate | 97.8% | 65.2%+32.6pp | 80.3%+17.5pp | 69.8%+28.0pp |
| Annual return | -15.92% | -11.13%-4.8pp | -0.04%-15.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $2,540 | $2,362+7.5% | $4,952-48.7% | $2,545-0.2% |
| Participant deferral / active EE | $2,495 | $2,920-14.6% | $5,638-55.7% | $4,239-41.1% |
| Admin fee / account holder | $6 | $503-98.8% | $14,679-100.0% | $594-99.0% |