| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,967 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,060 | $37,117+26.8% | $147,618-68.1% | $55,191-14.7% |
| Participation rate | 97.9% | 63.6%+34.3pp | 84.6%+13.3pp | 69.2%+28.8pp |
| Annual return | 0.50% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,382 | $1,620+108.7% | $5,564-39.2% | $1,899+78.1% |
| Participant deferral / active EE | $840 | $1,985-57.7% | $4,895-82.8% | $3,046-72.4% |
| Admin fee / account holder | $20 | $86-76.7% | $11,612-99.8% | $91-78.1% |