| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,162 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,673 | $36,926+39.9% | $156,551-67.0% | $57,661-10.4% |
| Participation rate | 97.7% | 63.4%+34.3pp | 84.0%+13.7pp | 70.2%+27.5pp |
| Annual return | 7.98% | 12.38%-4.4pp | 32.23%-24.3pp | 5.13%+2.8pp |
| Employer contribution / active EE | $3,875 | $1,571+146.7% | $5,501-29.6% | $1,974+96.3% |
| Participant deferral / active EE | $983 | $1,926-48.9% | $4,871-79.8% | $3,061-67.9% |
| Admin fee / account holder | $26 | $83-68.1% | $13,028-99.8% | $95-72.1% |