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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,330 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,787 | $88,360+66.1% | $145,433+0.9% | $67,986+115.9% |
| Participation rate | 95.0% | 65.5%+29.6pp | 82.1%+12.9pp | 57.2%+37.8pp |
| Annual return | 22.08% | 63.15%-41.1pp | 66.58%-44.5pp | 31.67%-9.6pp |
| Employer contribution / active EE | $4,395 | $3,054+43.9% | $4,554-3.5% | $2,019+117.7% |
| Participant deferral / active EE | $10,513 | $5,932+77.2% | $7,897+33.1% | $3,358+213.1% |
| Admin fee / account holder | $84 | $3,313-97.5% | $13,129-99.4% | $3,203-97.4% |