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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,148 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,416 | $46,332+43.3% | $143,797-53.8% | $64,824+2.5% |
| Participation rate | 91.3% | 64.2%+27.0pp | 80.3%+11.0pp | 71.5%+19.8pp |
| Annual return | 6.86% | -10.05%+16.9pp | -0.04%+6.9pp | 32.84%-26.0pp |
| Employer contribution / active EE | $3,054 | $1,911+59.8% | $4,952-38.3% | $2,507+21.8% |
| Participant deferral / active EE | $6,382 | $2,647+141.1% | $5,638+13.2% | $4,311+48.0% |
| Admin fee / account holder | $80 | $154-48.0% | $14,679-99.5% | $188-57.4% |