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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,493 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,279 | $69,012+41.0% | $160,009-39.2% | $68,486+42.0% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.9pp | 67.9%+28.9pp |
| Annual return | -18.10% | -9.65%-8.4pp | 408.85%-426.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $4,137 | $2,212+87.0% | $4,225-2.1% | $2,597+59.3% |
| Participant deferral / active EE | $7,520 | $4,212+78.6% | $6,183+21.6% | $4,028+86.7% |
| Admin fee / account holder | $129 | $4,798-97.3% | $8,715-98.5% | $5,404-97.6% |