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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,912 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,006 | $46,697+84.2% | $117,529-26.8% | $68,490+25.6% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -15.78% | -14.52%-1.3pp | 29.77%-45.5pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,127 | $1,506-25.1% | $4,179-73.0% | $2,597-56.6% |
| Participant deferral / active EE | $0 | $2,637-100.0% | $4,072-100.0% | $4,028-100.0% |
| Admin fee / account holder | $88 | $4,023-97.8% | $5,645-98.4% | $5,403-98.4% |