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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,855 | $99,957-23.1% | $149,745-48.7% | $73,497+4.6% |
| Participation rate | 93.4% | 75.7%+17.7pp | 82.5%+10.9pp | 70.7%+22.7pp |
| Annual return | 17.54% | 53.87%-36.3pp | 276.72%-259.2pp | 28.51%-11.0pp |
| Employer contribution / active EE | $3,048 | $3,191-4.5% | $4,646-34.4% | $2,270+34.2% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $551-99.7% | $9,312-100.0% | $513-99.7% |