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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,343 |
Filed as: INNOVATIVE INVESTMENT FIDUCIARIES L Service code 27 · EIN 45-3764090 | Advisory (Plan) | $30,612 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,822 | $106,230-23.0% | $147,080-44.4% | $77,736+5.3% |
| Participation rate | 94.9% | 78.4%+16.6pp | 82.2%+12.8pp | 70.6%+24.4pp |
| Annual return | 15.29% | 56.91%-41.6pp | 420.17%-404.9pp | 31.26%-16.0pp |
| Employer contribution / active EE | $0 | $4,072-100.0% | $4,933-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,077 | $8,001-36.5% | $8,066-37.1% | $4,651+9.2% |
| Admin fee / account holder | $182 | $338-46.1% | $12,989-98.6% | $433-57.9% |