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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 | $36,002+185.2% | $161,489-36.4% | $64,728+58.6% |
| Participation rate | 97.4% | 57.4%+40.0pp | 78.7%+18.7pp | 57.9%+39.5pp |
| Annual return | 12.51% | 33.93%-21.4pp | 89.72%-77.2pp | 49.38%-36.9pp |
| Employer contribution / active EE | $4,818 | $1,380+249.2% | $4,268+12.9% | $2,243+114.8% |
| Participant deferral / active EE | $8,160 | $1,815+349.6% | $5,630+44.9% | $2,729+199.0% |
| Admin fee / account holder | $99 | $931-89.3% | $16,006-99.4% | $1,145-91.3% |