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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,284 | $58,726+103.1% | $142,898-16.5% | $85,851+38.9% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 27.53% | 27.73%-0.2pp | 5639.64%-5612.1pp | 318.63%-291.1pp |
| Employer contribution / active EE | $468 | $1,424-67.1% | $4,146-88.7% | $2,565-81.8% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $97 | $4,234-97.7% | $6,560-98.5% | $6,261-98.4% |