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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,160 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,382 | $74,188+234.8% | $115,756+114.6% | $64,819+283.2% |
| Participation rate | 99.4% | 76.2%+23.2pp | 77.1%+22.3pp | 71.5%+27.9pp |
| Annual return | -15.06% | -11.81%-3.3pp | 143.14%-158.2pp | 32.84%-47.9pp |
| Employer contribution / active EE | $9,388 | $3,365+179.0% | $3,793+147.5% | $2,507+274.5% |
| Participant deferral / active EE | $11,160 | $5,294+110.8% | $6,254+78.4% | $4,311+158.9% |
| Admin fee / account holder | $46 | $148-69.3% | $8,124-99.4% | $188-75.8% |