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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,120 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,553 | $65,453-31.9% | $86,698-48.6% | $66,938-33.4% |
| Participation rate | 96.8% | 75.5%+21.3pp | 76.6%+20.2pp | 69.8%+27.0pp |
| Annual return | -15.84% | -10.89%-4.9pp | 35.95%-51.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,248 | $2,154+4.4% | $2,837-20.7% | $2,545-11.7% |
| Participant deferral / active EE | $7,092 | $4,102+72.9% | $4,656+52.3% | $4,238+67.3% |
| Admin fee / account holder | $23 | $642-96.4% | $7,493-99.7% | $594-96.1% |