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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-1612955 | Advisory (Plan) | $94,282 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,186 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,177 | $50,812+201.5% | $155,602-1.6% | $77,692+97.2% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 12.80% | 34.85%-22.1pp | 64.81%-52.0pp | 31.25%-18.5pp |
| Employer contribution / active EE | $4,783 | $1,989+140.5% | $4,675+2.3% | $2,726+75.4% |
| Participant deferral / active EE | $4,944 | $2,822+75.2% | $5,629-12.2% | $4,648+6.4% |
| Admin fee / account holder | $257 | $436-41.1% | $15,923-98.4% | $431-40.4% |