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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,104 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,631 | $86,897-26.8% | $151,634-58.0% | $64,829-1.8% |
| Participation rate | 99.7% | 87.3%+12.5pp | 87.5%+12.2pp | 71.5%+28.3pp |
| Annual return | -15.25% | -3.57%-11.7pp | 3.32%-18.6pp | 32.85%-48.1pp |
| Employer contribution / active EE | $3,550 | $4,010-11.5% | $6,165-42.4% | $2,507+41.6% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,312-100.0% |
| Admin fee / account holder | $43 | $153-72.1% | $11,614-99.6% | $188-77.3% |