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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 | $58,923+7.8% | $97,167-34.6% | $74,546-14.8% |
| Participation rate | 94.1% | 63.6%+30.5pp | 72.7%+21.4pp | 67.2%+26.9pp |
| Annual return | 17.92% | 16.04%+1.9pp | 75.27%-57.3pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $6,932 | $1,894+266.1% | $2,729+154.0% | $2,624+164.1% |
| Participant deferral / active EE | $11,766 | $3,664+221.1% | $4,264+176.0% | $4,347+170.6% |
| Admin fee / account holder | $9 | $1,974-99.5% | $5,650-99.8% | $1,944-99.5% |