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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,190 | $76,696+9.8% | $96,515-12.8% | $71,511+17.7% |
| Participation rate | 74.5% | 66.6%+8.0pp | 74.3%+0.2pp | 67.9%+6.6pp |
| Annual return | 19.02% | 48.32%-29.3pp | 35.73%-16.7pp | 28.86%-9.8pp |
| Employer contribution / active EE | $1,215 | $3,032-59.9% | $3,740-67.5% | $2,589-53.1% |
| Participant deferral / active EE | $7,688 | $3,770+103.9% | $4,880+57.6% | $4,291+79.2% |
| Admin fee / account holder | $43 | $2,030-97.9% | $6,735-99.4% | $1,588-97.3% |