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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $62,006 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,562 | $31,038+240.1% | $65,289+61.7% | $74,434+41.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 65.0%+35.0pp | 70.7%+29.3pp |
| Annual return | 17.28% | 38.60%-21.3pp | 47.38%-30.1pp | 34.37%-17.1pp |
| Employer contribution / active EE | $4,242 | $1,188+257.0% | $1,691+150.8% | $2,638+60.8% |
| Participant deferral / active EE | $8,756 | $2,792+213.6% | $2,831+209.3% | $4,529+93.4% |
| Admin fee / account holder | $82 | $299-72.5% | $4,113-98.0% | $348-76.3% |