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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,118 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,861 | $101,653-26.4% | $147,080-49.1% | $74,459+0.5% |
| Participation rate | 72.0% | 75.6%-3.5pp | 82.2%-10.1pp | 67.2%+4.8pp |
| Annual return | 17.55% | 8754.98%-8737.4pp | 420.17%-402.6pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $3,534 | $3,813-7.3% | $4,933-28.4% | $2,626+34.6% |
| Participant deferral / active EE | $7,269 | $7,304-0.5% | $8,066-9.9% | $4,350+67.1% |
| Admin fee / account holder | $7 | $1,752-99.6% | $12,989-99.9% | $1,945-99.6% |