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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 | $46,464+121.0% | $150,298-31.7% | $79,634+28.9% |
| Participation rate | 97.4% | 57.0%+40.5pp | 77.8%+19.7pp | 62.5%+35.0pp |
| Annual return | 12.51% | 27.89%-15.4pp | 62.79%-50.3pp | 36.46%-23.9pp |
| Employer contribution / active EE | $4,818 | $1,512+218.7% | $4,154+16.0% | $2,529+90.5% |
| Participant deferral / active EE | $8,160 | $2,157+278.4% | $5,453+49.7% | $3,835+112.8% |
| Admin fee / account holder | $99 | $891-88.8% | $14,116-99.3% | $1,002-90.1% |