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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,468 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,213 | $54,370+108.2% | $82,763+36.8% | $68,490+65.3% |
| Participation rate | 96.7% | 63.9%+32.8pp | 72.6%+24.2pp | 67.9%+28.8pp |
| Annual return | -16.69% | -13.67%-3.0pp | 702.45%-719.1pp | -7.85%-8.8pp |
| Employer contribution / active EE | $5,618 | $2,219+153.2% | $3,008+86.7% | $2,597+116.4% |
| Participant deferral / active EE | $11,398 | $3,247+251.0% | $4,395+159.3% | $4,028+183.0% |
| Admin fee / account holder | $73 | $4,398-98.3% | $5,325-98.6% | $5,403-98.6% |