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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,647 | $59,107+12.8% | $86,436-22.9% | $68,494-2.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.82% | -0.23%-16.6pp | 4394.89%-4411.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,190 | $2,519+26.7% | $3,769-15.3% | $2,596+22.9% |
| Participant deferral / active EE | $8,107 | $5,901+37.4% | $6,952+16.6% | $4,027+101.3% |
| Admin fee / account holder | $15 | $5,637-99.7% | $6,731-99.8% | $5,403-99.7% |