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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,285 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,164 | $61,172-18.0% | $185,851-73.0% | $79,389-36.8% |
| Participation rate | 75.0% | 66.6%+8.4pp | 81.7%-6.7pp | 70.7%+4.3pp |
| Annual return | 13.93% | 19.45%-5.5pp | 122.11%-108.2pp | 116.89%-103.0pp |
| Employer contribution / active EE | $2,035 | $2,321-12.3% | $5,168-60.6% | $2,428-16.2% |
| Participant deferral / active EE | $3,719 | $2,788+33.4% | $5,569-33.2% | $4,046-8.1% |
| Admin fee / account holder | $22 | $710-96.8% | $16,245-99.9% | $626-96.4% |