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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,008 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,684 | $38,165+169.1% | $189,758-45.9% | $69,255+48.3% |
| Participation rate | 97.4% | 66.7%+30.8pp | 79.8%+17.6pp | 69.0%+28.4pp |
| Annual return | 12.51% | 14.65%-2.1pp | 52.62%-40.1pp | 26.73%-14.2pp |
| Employer contribution / active EE | $4,818 | $1,589+203.2% | $4,767+1.1% | $2,645+82.1% |
| Participant deferral / active EE | $8,160 | $2,073+293.7% | $5,856+39.4% | $2,890+182.3% |
| Admin fee / account holder | $99 | $714-86.1% | $20,388-99.5% | $733-86.4% |