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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,247 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,825 | $79,449+34.5% | $189,558-43.6% | $85,856+24.4% |
| Participation rate | 97.6% | 66.0%+31.6pp | 78.5%+19.1pp | 69.3%+28.3pp |
| Annual return | 17.87% | 18.45%-0.6pp | 64.19%-46.3pp | 318.58%-300.7pp |
| Employer contribution / active EE | $3,940 | $2,081+89.3% | $4,412-10.7% | $2,565+53.6% |
| Participant deferral / active EE | $6,831 | $4,051+68.6% | $6,174+10.7% | $3,952+72.9% |
| Admin fee / account holder | $62 | $5,377-98.8% | $9,809-99.4% | $6,261-99.0% |