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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,523 | $59,006+7.7% | $97,295-34.7% | $74,478-14.7% |
| Participation rate | 94.1% | 63.7%+30.4pp | 72.7%+21.5pp | 67.2%+26.9pp |
| Annual return | 17.92% | 16.04%+1.9pp | 75.62%-57.7pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $6,932 | $1,894+266.1% | $2,723+154.6% | $2,626+164.0% |
| Participant deferral / active EE | $11,766 | $3,671+220.5% | $4,264+176.0% | $4,350+170.5% |
| Admin fee / account holder | $9 | $1,974-99.5% | $5,646-99.8% | $1,946-99.5% |