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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,694 | $79,223-28.4% | $102,460-44.7% | $74,478-23.9% |
| Participation rate | 96.4% | 74.8%+21.7pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 13.30% | 54.98%-41.7pp | 29.47%-16.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,199 | $2,363-7.0% | $3,025-27.3% | $2,626-16.3% |
| Participant deferral / active EE | $7,047 | $4,417+59.5% | $5,056+39.4% | $4,350+62.0% |
| Admin fee / account holder | $3 | $2,003-99.8% | $9,460-100.0% | $1,946-99.8% |