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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,243 | $61,391-29.6% | $149,723-71.1% | $71,529-39.5% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.0pp | 67.9%+29.9pp |
| Annual return | 17.11% | 35.88%-18.8pp | 134.50%-117.4pp | 28.97%-11.9pp |
| Employer contribution / active EE | $2,643 | $2,384+10.9% | $4,821-45.2% | $2,590+2.1% |
| Participant deferral / active EE | $2,913 | $2,921-0.3% | $5,682-48.7% | $4,291-32.1% |
| Admin fee / account holder | $5 | $1,264-99.6% | $13,215-100.0% | $1,588-99.7% |