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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,529 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,793 | $83,369+56.9% | $105,223+24.3% | $67,986+92.4% |
| Participation rate | 72.9% | 56.3%+16.6pp | 75.0%-2.1pp | 57.2%+15.7pp |
| Annual return | 17.75% | 24.64%-6.9pp | 180.65%-162.9pp | 31.67%-13.9pp |
| Employer contribution / active EE | $1,281 | $2,541-49.6% | $3,689-65.3% | $2,019-36.6% |
| Participant deferral / active EE | $8,781 | $3,295+166.5% | $5,072+73.1% | $3,358+161.5% |
| Admin fee / account holder | $48 | $4,073-98.8% | $8,859-99.5% | $3,203-98.5% |