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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,096 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,923 | $121,341-34.1% | $189,537-57.8% | $79,391+0.7% |
| Participation rate | 79.8% | 86.1%-6.3pp | 87.8%-8.0pp | 70.7%+9.1pp |
| Annual return | 24.75% | 21.08%+3.7pp | 555.34%-530.6pp | 116.88%-92.1pp |
| Employer contribution / active EE | $3,513 | $3,915-10.3% | $6,161-43.0% | $2,428+44.7% |
| Participant deferral / active EE | $13,160 | $6,395+105.8% | $8,220+60.1% | $4,046+225.3% |
| Admin fee / account holder | $24 | $651-96.3% | $12,048-99.8% | $627-96.1% |