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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 | $101,539-26.3% | $147,041-49.1% | $74,400+0.6% |
| Participation rate | 72.0% | 75.5%-3.5pp | 82.2%-10.1pp | 67.2%+4.8pp |
| Annual return | 17.55% | 8740.84%-8723.3pp | 419.21%-401.7pp | 1367.51%-1350.0pp |
| Employer contribution / active EE | $3,534 | $3,811-7.3% | $4,935-28.4% | $2,624+34.7% |
| Participant deferral / active EE | $7,269 | $7,304-0.5% | $8,071-9.9% | $4,348+67.2% |
| Admin fee / account holder | $7 | $1,749-99.6% | $13,006-99.9% | $1,944-99.6% |