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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,002 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,759 | $51,638+81.6% | $68,368+37.1% | $82,448+13.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.62% | 37.53%-21.9pp | 292.57%-277.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $16,334 | $2,047+698.1% | $2,649+516.6% | $2,551+540.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $90 | $4,643-98.1% | $5,150-98.3% | $7,234-98.8% |