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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $5,003 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $1,034 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,197 | $77,920-77.9% | $149,723-88.5% | $75,177-77.1% |
| Participation rate | 82.1% | 65.6%+16.5pp | 78.8%+3.3pp | 67.2%+14.9pp |
| Annual return | 18.51% | 31.72%-13.2pp | 134.50%-116.0pp | 160.75%-142.2pp |
| Employer contribution / active EE | $936 | $3,138-70.2% | $4,821-80.6% | $2,671-65.0% |
| Participant deferral / active EE | $2,948 | $3,411-13.6% | $5,682-48.1% | $4,126-28.6% |
| Admin fee / account holder | $105 | $5,951-98.2% | $13,215-99.2% | $5,651-98.1% |