| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $291,520 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,201 | $44,007+23.2% | $154,110-64.8% | $68,904-21.3% |
| Participation rate | 97.3% | 70.0%+27.3pp | 83.0%+14.3pp | 74.1%+23.2pp |
| Annual return | -4.32% | 8.15%-12.5pp | 735.22%-739.5pp | 1.07%-5.4pp |
| Employer contribution / active EE | $3,975 | $1,732+129.5% | $5,298-25.0% | $2,540+56.5% |
| Participant deferral / active EE | $1,039 | $2,813-63.1% | $5,081-79.6% | $4,015-74.1% |
| Admin fee / account holder | $27 | $65-57.8% | $13,412-99.8% | $71-61.7% |