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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $59,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,681 | $28,956+213.2% | $71,778+26.3% | $64,824+39.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 62.3%+37.7pp | 71.5%+28.5pp |
| Annual return | -15.39% | -7.39%-8.0pp | 9.15%-24.5pp | 32.84%-48.2pp |
| Employer contribution / active EE | $4,130 | $1,159+256.5% | $1,704+142.3% | $2,507+64.7% |
| Participant deferral / active EE | $8,455 | $2,686+214.8% | $2,656+218.3% | $4,311+96.1% |
| Admin fee / account holder | $82 | $124-34.4% | $3,974-97.9% | $188-56.6% |