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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,372 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,051 | $82,674-37.0% | $125,363-58.5% | $68,495-24.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.03% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,816 | $3,382-16.7% | $4,815-41.5% | $2,596+8.5% |
| Participant deferral / active EE | $10,105 | $6,111+65.4% | $7,447+35.7% | $4,028+150.9% |
| Admin fee / account holder | $28 | $6,276-99.6% | $10,005-99.7% | $5,403-99.5% |