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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $850 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,999 | $65,434+118.5% | $98,483+45.2% | $85,847+66.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.54% | 21.75%-6.2pp | 1494.38%-1478.8pp | 318.61%-303.1pp |
| Employer contribution / active EE | $5,651 | $2,169+160.6% | $2,961+90.9% | $2,565+120.3% |
| Participant deferral / active EE | $11,389 | $3,168+259.5% | $4,276+166.3% | $3,952+188.2% |
| Admin fee / account holder | $6 | $4,595-99.9% | $5,953-99.9% | $6,261-99.9% |