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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,822 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,678 | $82,674-23.0% | $125,381-49.2% | $68,486-7.0% |
| Participation rate | 95.2% | 75.1%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -17.89% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $3,985 | $3,382+17.8% | $4,815-17.2% | $2,597+53.5% |
| Participant deferral / active EE | $8,577 | $6,111+40.4% | $7,448+15.2% | $4,028+113.0% |
| Admin fee / account holder | $20 | $6,277-99.7% | $10,007-99.8% | $5,404-99.6% |